Wolff Wiese Magana’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Wolff Wiese Magana’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	$4.61K	Hold	28	–	–	﹤0.01%	657
2026 Q1	$4.08K	Hold	28	–	–	﹤0.01%	643
2025 Q4	$3.95K	Hold	28	–	–	﹤0.01%	628
2025 Q3	$3.91K	Hold	28	–	–	﹤0.01%	644
2025 Q2	$3.7K	Hold	28	–	–	﹤0.01%	617
2025 Q1	$3.53K	Hold	28	–	–	﹤0.01%	640
2024 Q4	$3.62K	Buy	28 +13	+87%	+$1.74K	﹤0.01%	610
2024 Q3	$1.98K	Buy	+15	New	+$1.9K	﹤0.01%	743

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Wolff Wiese Magana's IWS Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 28 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Wolff Wiese Magana first reported a position in IWS in Q3 2024 and has held it in 8 quarters since. 239 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Wolff Wiese Magana held 28 shares of iShares Russell Mid-Cap Value ETF worth $4.61K as of Q2 2026.
Wolff Wiese Magana left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #657 holding.
Wolff Wiese Magana first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
239 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.