YHB Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

YHB Investment Advisors’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	$209K	Buy	+1,270	New	+$200K	0.01%	308

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

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

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

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

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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YHB Investment Advisors's IWS Position: Q2 2026 in Review

YHB Investment Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,270 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings.

182 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

YHB Investment Advisors held 1,270 shares of iShares Russell Mid-Cap Value ETF worth $209K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new YHB Investment Advisors position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of YHB Investment Advisors's portfolio in Q2 2026, its #308 holding.
182 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.