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Wealth Science Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Wealth Science Advisors’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 		$256K Hold
1,554
– – 0.11% 90
2026
Q1 		$219K Hold
1,554
– – 0.12% 66
2025
Q4 		$219K Buy
+1,554
New +$217K 0.13% 66

Other funds holding IWS

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Science Advisors's IWS Position: Q2 2026 in Review

Wealth Science Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,554 shares worth $256K. The position accounts for 0.11% of the portfolio, ranked #90.

Wealth Science Advisors first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 691 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Wealth Science Advisors held 1,554 shares of iShares Russell Mid-Cap Value ETF worth $256K as of Q2 2026.
  • Wealth Science Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.11% of Wealth Science Advisors's portfolio in Q2 2026, its #90 holding.
  • Wealth Science Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 691 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Wealth Science Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.