Ares Financial Consulting’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Ares Financial Consulting’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	$9.8K	Hold	61	–	–	0.01%	562
2026 Q2	$10K	Buy	61 +1	+2%	+$158	0.01%	566
2026 Q1	$8.86K	Hold	60	–	–	0.01%	574
2025 Q4	$8.49K	Buy	+60	New	+$8.39K	0.01%	380

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 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

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

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Ares Financial Consulting's IWS Position: Q3 2026 in Review

Ares Financial Consulting held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 61 shares worth $9.8K. The position accounts for 0.01% of the portfolio, ranked #562.

Ares Financial Consulting first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. The position peaked at $10K in Q2 2026. 614 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Ares Financial Consulting held 61 shares of iShares Russell Mid-Cap Value ETF worth $9.8K as of Q3 2026.
Ares Financial Consulting left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #562 holding.
Ares Financial Consulting first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
Ares Financial Consulting's iShares Russell Mid-Cap Value ETF position peaked at $10K in Q2 2026.
614 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.