Woodmont Investment Counsel’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Woodmont Investment Counsel’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	$497K	Hold	3,022	–	–	0.03%	199
2026 Q1	$440K	Sell	3,022 -179	-6%	-$26.6K	0.03%	203
2025 Q4	$452K	Hold	3,201	–	–	0.03%	190
2025 Q3	$447K	Hold	3,201	–	–	0.03%	191
2025 Q2	$423K	Sell	3,201 -529	-14%	-$66.3K	0.03%	212
2025 Q1	$470K	Hold	3,730	–	–	0.03%	197
2024 Q4	$482K	Sell	3,730 -75	-2%	-$10K	0.04%	191
2024 Q3	$503K	Hold	3,805	–	–	0.04%	181
2024 Q2	$459K	Hold	3,805	–	–	0.04%	180
2024 Q1	$477K	Buy	+3,805	New	+$448K	0.04%	177
2021 Q3	–	Sell	-2,000	Closed	-$230K	–	207
2021 Q2	$230K	Buy	+2,000	New	+$229K	0.04%	182
2020 Q1	–	Sell	-2,500	Closed	-$237K	–	178
2019 Q4	$237K	Buy	+2,500	New	+$228K	0.05%	167

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

SGAM

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Woodmont Investment Counsel's IWS Position: Q2 2026 in Review

Woodmont Investment Counsel held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 3,022 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #199.

Woodmont Investment Counsel first reported a position in IWS in Q4 2019 and has held it in 12 quarters since. The position peaked at $503K in Q3 2024. 488 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Woodmont Investment Counsel held 3,022 shares of iShares Russell Mid-Cap Value ETF worth $497K as of Q2 2026.
Woodmont Investment Counsel left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Woodmont Investment Counsel's portfolio in Q2 2026, its #199 holding.
Woodmont Investment Counsel first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 12 quarters since.
Woodmont Investment Counsel's iShares Russell Mid-Cap Value ETF position peaked at $503K in Q3 2024.
488 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.