Wealthcare Advisory Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Wealthcare Advisory Partners’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	$1.22M	Buy	7,393 +269	+4%	+$42.4K	0.02%	466
2026 Q1	$1.04M	Sell	7,124 -721	-9%	-$107K	0.02%	512
2025 Q4	$1.11M	Sell	7,845 -1,310	-14%	-$183K	0.02%	485
2025 Q3	$1.28M	Buy	9,155 +175	+2%	+$23.9K	0.03%	439
2025 Q2	$1.19M	Buy	8,980 +1,021	+13%	+$128K	0.03%	442
2025 Q1	$1M	Buy	7,959 +435	+6%	+$56.6K	0.03%	445
2024 Q4	$973K	Buy	7,524 +2,614	+53%	+$350K	0.03%	428
2024 Q3	$649K	Sell	4,910 -1,076	-18%	-$136K	0.02%	510
2024 Q2	$723K	Buy	5,986 +1,389	+30%	+$169K	0.02%	463
2024 Q1	$576K	Sell	4,597 -591	-11%	-$69.6K	0.02%	512
2023 Q4	$603K	Buy	5,188 +2,477	+91%	+$264K	0.02%	449
2023 Q3	$283K	Sell	2,711 -38	-1%	-$4.19K	0.01%	565
2023 Q2	$302K	Buy	+2,749	New	+$290K	0.01%	562
2023 Q1	–	Sell	-1,983	Closed	-$209K	–	716
2022 Q4	$209K	Buy	+1,983	New	+$208K	0.01%	644
2021 Q2	–	Sell	-1,122	Closed	-$123K	–	1210
2021 Q1	$123K	Buy	+1,122	New	+$117K	0.01%	611
2020 Q2	–	Sell	-2,677	Closed	-$172K	–	866
2020 Q1	$172K	Buy	2,677 +304	+13%	+$26K	0.03%	284
2019 Q4	$225K	Buy	2,373 +67	+3%	+$6.12K	0.03%	279
2019 Q3	$207K	Buy	2,306 +1,664	+259%	+$147K	0.03%	267
2019 Q2	$57K	Sell	642 -228	-26%	-$20K	0.01%	477
2019 Q1	$76K	Hold	870	–	–	0.01%	393
2018 Q4	$66K	Sell	870 -643	-42%	-$53.8K	0.01%	382
2018 Q3	$137K	Buy	1,513 +7	+0.5%	+$634	0.03%	275
2018 Q2	$133K	Buy	1,506 +372	+33%	+$32.7K	0.03%	279
2018 Q1	$98K	Buy	1,134 +710	+167%	+$62.9K	0.02%	281
2017 Q4	$38K	Hold	424	–	–	0.01%	421
2017 Q3	$36K	Buy	424 +59	+16%	+$4.94K	0.01%	352
2017 Q2	$31K	Buy	+365	New	+$30.4K	0.02%	56

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Wealthcare Advisory Partners's IWS Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.8% in Q2 2026, buying an estimated $42.4K and bringing the position to 7,393 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #466.

Wealthcare Advisory Partners first reported a position in IWS in Q2 2017 and has held it in 27 quarters since. The position peaked at $1.28M in Q3 2025. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Wealthcare Advisory Partners held 7,393 shares of iShares Russell Mid-Cap Value ETF worth $1.22M as of Q2 2026.
Wealthcare Advisory Partners bought 269 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $42.4K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #466 holding.
Wealthcare Advisory Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2017 and has held it in 27 quarters since.
Wealthcare Advisory Partners's iShares Russell Mid-Cap Value ETF position peaked at $1.28M in Q3 2025.
216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.