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XY Planning Network’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

XY Planning Network’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 		$436K Buy
2,646
+44
+2% +$6.94K 0.05% 224
2026
Q1 		$382K Buy
2,602
+162
+7% +$24K 0.06% 208
2025
Q4 		$344K Buy
+2,440
New +$341K 0.06% 198

Other funds holding IWS

Envestnet Portfolio Solutions
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
SW
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
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
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

XY Planning Network's IWS Position: Q2 2026 in Review

XY Planning Network increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.7% in Q2 2026, buying an estimated $6.94K and bringing the position to 2,646 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #224.

XY Planning Network first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • XY Planning Network held 2,646 shares of iShares Russell Mid-Cap Value ETF worth $436K as of Q2 2026.
  • XY Planning Network bought 44 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $6.94K.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #224 holding.
  • XY Planning Network first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.