Appleton Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $429K | Sell |
2,946
-10
| -0.3% | -$1.48K | 0.03% | 196 |
|
|
2025
Q4 | $417K | Sell |
2,956
-15
| -0.5% | -$2.1K | 0.03% | 204 |
|
|
2025
Q3 | $415K | Buy |
2,971
+524
| +21% | +$71.6K | 0.03% | 205 |
|
|
2025
Q2 | $323K | Hold |
2,447
| – | – | 0.02% | 219 |
|
|
2025
Q1 | $308K | Hold |
2,447
| – | – | 0.02% | 214 |
|
|
2024
Q4 | $316K | Hold |
2,447
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $324K | Sell |
2,447
-75
| -3% | -$9.48K | 0.02% | 209 |
|
|
2024
Q2 | $305K | Buy |
2,522
+51
| +2% | +$6.2K | 0.02% | 216 |
|
|
2024
Q1 | $310K | Sell |
2,471
-156
| -6% | -$18.4K | 0.02% | 224 |
|
|
2023
Q4 | $305K | Hold |
2,627
| – | – | 0.02% | 240 |
|
|
2023
Q3 | $274K | Hold |
2,627
| – | – | 0.02% | 250 |
|
|
2023
Q2 | $289K | Hold |
2,627
| – | – | 0.02% | 249 |
|
|
2023
Q1 | $279K | Hold |
2,627
| – | – | 0.02% | 262 |
|
|
2022
Q4 | $277K | Hold |
2,627
| – | – | 0.03% | 263 |
|
|
2022
Q3 | $252K | Buy |
2,627
+374
| +17% | +$40K | 0.03% | 259 |
|
|
2022
Q2 | $229K | Hold |
2,253
| – | – | 0.02% | 278 |
|
|
2022
Q1 | $270K | Hold |
2,253
| – | – | 0.02% | 271 |
|
|
2021
Q4 | $276K | Buy |
2,253
+108
| +5% | +$12.9K | 0.02% | 272 |
|
|
2021
Q3 | $243K | Sell |
2,145
-300
| -12% | -$34.7K | 0.02% | 269 |
|
|
2021
Q2 | $281K | Hold |
2,445
| – | – | 0.02% | 256 |
|
|
2021
Q1 | $267K | Hold |
2,445
| – | – | 0.02% | 254 |
|
|
2020
Q4 | $237K | Buy |
+2,445
| New | +$220K | 0.02% | 254 |
|
|
2020
Q1 | – | Sell |
-3,120
| Closed | -$296K | – | 272 |
|
|
2019
Q4 | $296K | Hold |
3,120
| – | – | 0.03% | 242 |
|
|
2019
Q3 | $280K | Hold |
3,120
| – | – | 0.03% | 245 |
|
|
2019
Q2 | $278K | Sell |
3,120
-25
| -0.8% | -$2.2K | 0.03% | 243 |
|
|
2019
Q1 | $273K | Hold |
3,145
| – | – | 0.04% | 232 |
|
|
2018
Q4 | $240K | Hold |
3,145
| – | – | 0.04% | 234 |
|
|
2018
Q3 | $284K | Hold |
3,145
| – | – | 0.04% | 225 |
|
|
2018
Q2 | $278K | Sell |
3,145
-182
| -5% | -$16K | 0.04% | 226 |
|
|
2018
Q1 | $288K | Sell |
3,327
-560
| -14% | -$49.6K | 0.04% | 220 |
|
|
2017
Q4 | $347K | Hold |
3,887
| – | – | 0.05% | 204 |
|
|
2017
Q3 | $330K | Hold |
3,887
| – | – | 0.06% | 191 |
|
|
2017
Q2 | $327K | Hold |
3,887
| – | – | 0.06% | 192 |
|
|
2017
Q1 | $323K | Buy |
+3,887
| New | +$321K | 0.06% | 188 |
|
Other funds holding IWS
TCIIS
FCBT
CB
Appleton Partners's IWS Position: Q1 2026 in Review
Appleton Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.34% in Q1 2026, selling an estimated $1.48K and leaving 2,946 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #196.
Appleton Partners first reported a position in IWS in Q1 2017 and has held it in 34 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- Appleton Partners held 2,946 shares of iShares Russell Mid-Cap Value ETF worth $429K as of Q1 2026.
- Appleton Partners sold 10 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.48K.
- iShares Russell Mid-Cap Value ETF made up 0.03% of Appleton Partners's portfolio in Q1 2026, its #196 holding.
- Appleton Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2017 and has held it in 34 quarters since.
- 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.