Atwood & Palmer’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Atwood & Palmer’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	–	Sell	-40	Closed	-$5.64K	–	543
2025 Q4	$5.64K	Hold	40	–	–	﹤0.01%	411
2025 Q3	$5.59K	Buy	+40	New	+$5.47K	﹤0.01%	415
2020 Q4	–	Sell	-15	Closed	-$1K	–	380
2020 Q3	$1K	Buy	+15	New	+$1.21K	﹤0.01%	323
2019 Q2	–	Sell	-390	Closed	-$34K	–	323
2019 Q1	$34K	Hold	390	–	–	﹤0.01%	194
2018 Q4	$30K	Buy	+390	New	+$32.6K	﹤0.01%	193
2017 Q1	–	Sell	-364	Closed	-$29K	–	321
2016 Q4	$29K	Hold	364	–	–	0.01%	200
2016 Q3	$28K	Buy	+364	New	+$27.8K	0.01%	200
2016 Q1	–	Sell	-1,341	Closed	-$92K	–	350
2015 Q4	$92K	Buy	1,341 +124	+10%	+$8.71K	0.02%	167
2015 Q3	$82K	Sell	1,217 -54	-4%	-$3.84K	0.02%	165
2015 Q2	$94K	Hold	1,271	–	–	0.02%	164
2015 Q1	$96K	Hold	1,271	–	–	0.02%	157
2014 Q4	$94K	Hold	1,271	–	–	0.02%	168
2014 Q3	$89K	Hold	1,271	–	–	0.02%	174
2014 Q2	$92K	Buy	+1,271	New	+$88.7K	0.02%	162

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

Atwood & Palmer's IWS Position: Q1 2026 in Review

Atwood & Palmer sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 40 shares — an estimated $5.64K sold.

Atwood & Palmer first reported a position in IWS in Q2 2014 and held it in 14 quarters. The position peaked at $96K in Q1 2015. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Atwood & Palmer reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Atwood & Palmer sold 40 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $5.64K.
Atwood & Palmer first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2014 and held it in 14 quarters.
Atwood & Palmer's iShares Russell Mid-Cap Value ETF position peaked at $96K in Q1 2015.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Atwood & Palmer's 13F filing for Q1 2026, filed 15 Apr 2026.