WMWM
IWS icon

Whitaker-Myers Wealth Managers’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Whitaker-Myers Wealth Managers’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
Q3 		$5.43M Sell
33,788
-7,444
-18% -$1.25M 0.88% 22
2026
Q2 		$6.79M Buy
41,232
+562
+1% +$88.7K 1.13% 20
2026
Q1 		$5.93M Buy
40,670
+1,680
+4% +$249K 1.18% 20
2025
Q4 		$5.5M Buy
38,990
+3,059
+9% +$428K 1.15% 20
2025
Q3 		$5.02M Buy
35,931
+1,326
+4% +$181K 1.09% 21
2025
Q2 		$4.57M Buy
34,605
+5,646
+19% +$708K 1.15% 16
2025
Q1 		$3.65M Buy
28,959
+926
+3% +$121K 1.02% 20
2024
Q4 		$3.63M Buy
28,033
+2,347
+9% +$314K 1.06% 20
2024
Q3 		$3.4M Buy
25,686
+2,195
+9% +$277K 1.13% 18
2024
Q2 		$2.84M Buy
23,491
+10,241
+77% +$1.24M 1.05% 18
2024
Q1 		$1.66M Sell
13,250
-795
-6% -$93.6K 0.7% 25
2023
Q4 		$1.63M Sell
14,045
-97
-0.7% -$10.3K 0.81% 21
2023
Q3 		$1.48M Sell
14,142
-20,379
-59% -$2.25M 0.92% 20
2023
Q2 		$3.79M Buy
34,521
+6,319
+22% +$666K 2.54% 10
2023
Q1 		$3M Buy
28,202
+11,532
+69% +$1.26M 2.32% 11
2022
Q4 		$1.76M Buy
+16,670
New +$1.75M 1.68% 17

Other funds holding IWS

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Whitaker-Myers Wealth Managers's IWS Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 18% in Q3 2026, selling an estimated $1.25M and leaving 33,788 shares worth $5.43M. The position accounts for 0.88% of the portfolio, ranked #22.

Whitaker-Myers Wealth Managers first reported a position in IWS in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.79M in Q2 2026. 52 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 33,788 shares of iShares Russell Mid-Cap Value ETF worth $5.43M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 7,444 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $1.25M.
  • iShares Russell Mid-Cap Value ETF made up 0.88% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #22 holding.
  • Whitaker-Myers Wealth Managers first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's iShares Russell Mid-Cap Value ETF position peaked at $6.79M in Q2 2026.
  • 52 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.