Wealth Enhancement Advisory Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Wealth Enhancement Advisory Services’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	$9.99M	Sell	60,364 -4,961	-8%	-$783K	0.02%	672
2026 Q1	$9.63M	Sell	65,325 -24,566	-27%	-$3.65M	0.02%	594
2025 Q4	$13.1M	Buy	89,891 +2,234	+3%	+$312K	0.02%	607
2025 Q3	$12.3M	Sell	87,657 -4,211	-5%	-$576K	0.02%	584
2025 Q2	$12.4M	Sell	91,868 -657	-0.7%	-$82.4K	0.02%	567
2025 Q1	$11.7M	Sell	92,525 -9,033	-9%	-$1.18M	0.02%	534
2024 Q4	$13.1M	Sell	101,558 -1,323	-1%	-$177K	0.03%	487
2024 Q3	$13.6M	Sell	102,881 -5,481	-5%	-$693K	0.03%	441
2024 Q2	$13.1M	Sell	108,362 -13	-0%	-$1.58K	0.03%	413
2024 Q1	$13.6M	Sell	108,375 -6,571	-6%	-$774K	0.04%	393
2023 Q4	$13.4M	Sell	114,946 -1,991	-2%	-$212K	0.04%	371
2023 Q3	$12.2M	Buy	116,937 +114,970	+5,845%	+$12.7M	0.04%	367
2023 Q2	$216K	Sell	1,967 -141	-7%	-$14.9K	﹤0.01%	487
2023 Q1	$224K	Buy	+2,108	New	+$230K	﹤0.01%	491

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

Wealth Enhancement Advisory Services's IWS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 7.6% in Q2 2026, selling an estimated $783K and leaving 60,364 shares worth $9.99M. The position accounts for 0.02% of the portfolio, ranked #672.

Wealth Enhancement Advisory Services first reported a position in IWS in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.6M in Q3 2024. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Wealth Enhancement Advisory Services held 60,364 shares of iShares Russell Mid-Cap Value ETF worth $9.99M as of Q2 2026.
Wealth Enhancement Advisory Services sold 4,961 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $783K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #672 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's iShares Russell Mid-Cap Value ETF position peaked at $13.6M in Q3 2024.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.