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

Whitaker-Myers Wealth Managers's IWS Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.4% in Q2 2026, buying an estimated $88.7K and bringing the position to 41,232 shares worth $6.79M. The position accounts for 1.13% of the portfolio, ranked #20.

Whitaker-Myers Wealth Managers first reported a position in IWS in Q4 2022 and has held it in 15 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

• Whitaker-Myers Wealth Managers held 41,232 shares of iShares Russell Mid-Cap Value ETF worth $6.79M as of Q2 2026.
• Whitaker-Myers Wealth Managers bought 562 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $88.7K.
• iShares Russell Mid-Cap Value ETF made up 1.13% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #20 holding.
• Whitaker-Myers Wealth Managers first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
• 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.