WETS
IWS icon

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

Wealth Enhancement Trust 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 		$49.9K Hold
303
– – 0.01% 481
2026
Q1 		$44.2K Sell
303
-21
-6% -$3.12K 0.01% 476
2025
Q4 		$45.7K Buy
+324
New +$45.3K 0.01% 448

Other funds holding IWS

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 303 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #481.

Wealth Enhancement Trust Services first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Wealth Enhancement Trust Services held 303 shares of iShares Russell Mid-Cap Value ETF worth $49.9K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #481 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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