AmeriFlex Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

AmeriFlex Group’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 Q1	$17.2K	Sell	118 -436	-79%	-$64.7K	0.01%	632
2025 Q4	$78.2K	Sell	554 -554	-50%	-$77.5K	0.04%	330
2025 Q3	$155K	Buy	1,108 +585	+112%	+$80K	0.06%	253
2025 Q2	$68.6K	Buy	523 +2	+0.4%	+$251	0.04%	317
2025 Q1	$65.6K	Sell	521 -120	-19%	-$15.6K	0.03%	408
2024 Q4	$85.7K	Buy	+641	New	+$85.8K	0.04%	332

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

AmeriFlex Group's IWS Position: Q1 2026 in Review

AmeriFlex Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 79% in Q1 2026, selling an estimated $64.7K and leaving 118 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #632.

AmeriFlex Group first reported a position in IWS in Q4 2024 and has held it in 6 quarters since. The position peaked at $155K in Q3 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

AmeriFlex Group held 118 shares of iShares Russell Mid-Cap Value ETF worth $17.2K as of Q1 2026.
AmeriFlex Group sold 436 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $64.7K.
iShares Russell Mid-Cap Value ETF made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #632 holding.
AmeriFlex Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares Russell Mid-Cap Value ETF position peaked at $155K in Q3 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.