Western Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Western Wealth 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	$823K	Sell	4,999 -134	-3%	-$21.1K	0.03%	530
2026 Q1	$748K	Sell	5,133 -6	-0.1%	-$891	0.03%	526
2025 Q4	$725K	Buy	5,139 +1,433	+39%	+$200K	0.03%	423
2025 Q3	$518K	Sell	3,706 -46	-1%	-$6.29K	0.03%	436
2025 Q2	$496K	Sell	3,752 -51	-1%	-$6.4K	0.03%	413
2025 Q1	$479K	Buy	3,803 +349	+10%	+$45.4K	0.03%	406
2024 Q4	$447K	Sell	3,454 -271	-7%	-$36.3K	0.02%	494
2024 Q3	$493K	Buy	3,725 +1,698	+84%	+$215K	0.03%	471
2024 Q2	$245K	Sell	2,027 -370	-15%	-$45K	0.02%	562
2024 Q1	$300K	Sell	2,397 -25	-1%	-$2.94K	0.02%	502
2023 Q4	$282K	Buy	+2,422	New	+$258K	0.02%	565
2022 Q4	–	Sell	-3,163	Closed	-$304K	–	703
2022 Q3	$304K	Sell	3,163 -951	-23%	-$102K	0.02%	628
2022 Q2	$419K	Sell	4,114 -905	-18%	-$101K	0.02%	521
2022 Q1	$600K	Buy	5,019 +3,252	+184%	+$383K	0.03%	476
2021 Q4	$217K	Buy	+1,767	New	+$211K	0.02%	562
2021 Q2	$201K	Buy	+1,752	New	+$201K	0.02%	605

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

Western Wealth Management's IWS Position: Q2 2026 in Review

Western Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.6% in Q2 2026, selling an estimated $21.1K and leaving 4,999 shares worth $823K. The position accounts for 0.03% of the portfolio, ranked #530.

Western Wealth Management first reported a position in IWS in Q2 2021 and has held it in 16 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Western Wealth Management held 4,999 shares of iShares Russell Mid-Cap Value ETF worth $823K as of Q2 2026.
Western Wealth Management sold 134 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $21.1K.
iShares Russell Mid-Cap Value ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #530 holding.
Western Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 16 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.