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

WealthShield 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	–	Sell	-1,731	Closed	-$252K	–	499
2026 Q1	$252K	Sell	1,731 -2,226	-56%	-$330K	0.03%	312
2025 Q4	$558K	Buy	3,957 +2,312	+141%	+$323K	0.06%	233
2025 Q3	$230K	Sell	1,645 -223	-12%	-$30.5K	0.03%	311
2025 Q2	$247K	Sell	1,868 -132	-7%	-$16.6K	0.03%	293
2025 Q1	$252K	Hold	2,000	–	–	0.03%	289
2024 Q4	$259K	Hold	2,000	–	–	0.04%	259
2024 Q3	$265K	Sell	2,000 -405	-17%	-$51.2K	0.04%	258
2024 Q2	$290K	Buy	2,405 +405	+20%	+$49.2K	0.04%	243
2024 Q1	$251K	Sell	2,000 -15	-0.7%	-$1.77K	0.04%	247
2023 Q4	$234K	Sell	2,015 -39,705	-95%	-$4.23M	0.04%	261
2023 Q3	$4.38M	Buy	41,720 +4,603	+12%	+$507K	0.66%	39
2023 Q2	$4.08M	Buy	37,117 +4,120	+12%	+$434K	0.61%	45
2023 Q1	$3.5M	Buy	32,997 +3,696	+13%	+$403K	0.56%	46
2022 Q4	$3.09M	Buy	29,301 +4,145	+16%	+$435K	0.59%	40
2022 Q3	$2.42M	Buy	25,156 +4,923	+24%	+$526K	0.48%	59
2022 Q2	$2.06M	Buy	20,233 +10,887	+116%	+$1.22M	0.41%	64
2022 Q1	$1.12M	Sell	9,346 -2,594	-22%	-$305K	0.18%	137
2021 Q4	$1.46M	Buy	+11,940	New	+$1.43M	0.24%	89
2020 Q2	–	Sell	-962	Closed	-$62K	–	332
2020 Q1	$62K	Hold	962	–	–	0.04%	185
2019 Q4	$91K	Hold	962	–	–	0.04%	194
2019 Q3	$86K	Hold	962	–	–	0.05%	186
2019 Q2	$86K	Hold	962	–	–	0.05%	167
2019 Q1	$84K	Hold	962	–	–	0.05%	178
2018 Q4	$73K	Hold	962	–	–	0.05%	152
2018 Q3	$87K	Hold	962	–	–	0.05%	153
2018 Q2	$85K	Hold	962	–	–	0.05%	143
2018 Q1	$83K	Hold	962	–	–	0.05%	138
2017 Q4	$86K	Buy	+962	New	+$83.6K	0.05%	142

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

WealthShield Partners's IWS Position: Q2 2026 in Review

WealthShield Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 1,731 shares — an estimated $252K sold.

WealthShield Partners first reported a position in IWS in Q4 2017 and held it in 28 quarters. The position peaked at $4.38M in Q3 2023. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

WealthShield Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 1,731 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $252K.
WealthShield Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 28 quarters.
WealthShield Partners's iShares Russell Mid-Cap Value ETF position peaked at $4.38M in Q3 2023.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.