Superior Planning, LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Superior Planning, LLC’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 Q3	$368K	Buy	+2,291	New	+$384K	0.15%	113

Other funds holding IWS

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Superior Planning, LLC's IWS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 2,291 shares worth $368K. The stake represents 0.15% of the portfolio and ranks #113 among its holdings.

796 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Superior Planning, LLC held 2,291 shares of iShares Russell Mid-Cap Value ETF worth $368K as of Q3 2026.
iShares Russell Mid-Cap Value ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.15% of Superior Planning, LLC's portfolio in Q3 2026, its #113 holding.
796 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.