WealthPlan Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

WealthPlan Investment Management’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	$520K	Buy	3,162 +13	+0.4%	+$2.05K	0.03%	312
2026 Q1	$459K	Buy	+3,149	New	+$467K	0.03%	316
2023 Q1	–	Sell	-4,069	Closed	-$465K	–	510
2022 Q4	$465K	Sell	4,069 -880	-18%	-$92.3K	0.03%	265
2022 Q3	$533K	Buy	+4,949	New	+$529K	0.04%	239
2022 Q1	$307K	Buy	+2,727	New	+$321K	0.02%	314

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

WealthPlan Investment Management's IWS Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.41% in Q2 2026, buying an estimated $2.05K and bringing the position to 3,162 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #312.

WealthPlan Investment Management first reported a position in IWS in Q1 2022 and has held it in 5 quarters since. The position peaked at $533K in Q3 2022. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

WealthPlan Investment Management held 3,162 shares of iShares Russell Mid-Cap Value ETF worth $520K as of Q2 2026.
WealthPlan Investment Management bought 13 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $2.05K.
iShares Russell Mid-Cap Value ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #312 holding.
WealthPlan Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 5 quarters since.
WealthPlan Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $533K in Q3 2022.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.