Walsh & Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Walsh & Associates’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.92M	Buy	11,665 +2,553	+28%	+$403K	1.57%	15
2026 Q1	$1.33M	Buy	9,112 +1	+0%	+$148	1.32%	15
2025 Q4	$1.29M	Buy	+9,111	New	+$1.27M	1.27%	15

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Walsh & Associates's IWS Position: Q2 2026 in Review

Walsh & Associates increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 28% in Q2 2026, buying an estimated $403K and bringing the position to 11,665 shares worth $1.92M. The position accounts for 1.57% of the portfolio, ranked #15.

Walsh & Associates first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 1,039 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Walsh & Associates held 11,665 shares of iShares Russell Mid-Cap Value ETF worth $1.92M as of Q2 2026.
Walsh & Associates bought 2,553 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $403K.
iShares Russell Mid-Cap Value ETF made up 1.57% of Walsh & Associates's portfolio in Q2 2026, its #15 holding.
Walsh & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
1,039 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.