AFP
IWS icon

Ausdal Financial Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Ausdal Financial Partners’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 		$1.56M Sell
10,738
-268
-2% -$39.8K 0.07% 277
2025
Q4 		$1.55M Buy
11,006
+128
+1% +$17.9K 0.07% 269
2025
Q3 		$1.52M Buy
10,878
+1,634
+18% +$223K 0.07% 267
2025
Q2 		$1.22M Sell
9,244
-628
-6% -$78.8K 0.08% 226
2025
Q1 		$1.24M Sell
9,872
-155
-2% -$20.2K 0.09% 209
2024
Q4 		$1.3M Buy
10,027
+2,405
+32% +$322K 0.11% 179
2024
Q3 		$1.01M Sell
7,622
-60
-0.8% -$7.58K 0.1% 192
2024
Q2 		$928K Sell
7,682
-190
-2% -$23.1K 0.1% 192
2024
Q1 		$987K Sell
7,872
-312
-4% -$36.7K 0.11% 175
2023
Q4 		$952K Buy
8,184
+329
+4% +$35.1K 0.12% 165
2023
Q3 		$820K Buy
7,855
+107
+1% +$11.8K 0.11% 173
2023
Q2 		$851K Sell
7,748
-203
-3% -$21.4K 0.12% 178
2023
Q1 		$844K Sell
7,951
-1,541
-16% -$168K 0.12% 183
2022
Q4 		$1,000K Sell
9,492
-74,664
-89% -$7.83M 0.15% 161
2022
Q3 		$8.08M Sell
84,156
-893
-1% -$95.4K 1.28% 10
2022
Q2 		$8.64M Buy
85,049
+70,746
+495% +$7.91M 1.3% 9
2022
Q1 		$1.71M Buy
14,303
+246
+2% +$29K 0.23% 112
2021
Q4 		$1.72M Buy
14,057
+512
+4% +$61.1K 0.23% 129
2021
Q3 		$1.53M Sell
13,545
-279
-2% -$32.3K 0.23% 125
2021
Q2 		$1.59M Sell
13,824
-354
-2% -$40.6K 0.24% 121
2021
Q1 		$1.55M Buy
14,178
+7,815
+123% +$814K 0.26% 112
2020
Q4 		$617K Buy
6,363
+2
+0% +$180 0.12% 191
2020
Q3 		$514K Hold
6,361
– – 0.12% 179
2020
Q2 		$487K Hold
6,361
– – 0.16% 144
2020
Q1 		$436K Sell
6,361
-11,706
-65% -$1M 0.15% 156
2019
Q4 		$1.7M Buy
18,067
+319
+2% +$29.1K 0.5% 51
2019
Q3 		$1.59M Sell
17,748
-13
-0.1% -$1.15K 0.56% 45
2019
Q2 		$1.61M Buy
17,761
+11,693
+193% +$1.03M 0.62% 41
2019
Q1 		$527K Buy
6,068
+70
+1% +$5.9K 0.21% 119
2018
Q4 		$458K Sell
5,998
-18,748
-76% -$1.57M 0.22% 116
2018
Q3 		$2.23M Sell
24,746
-4,740
-16% -$429K 0.63% 30
2018
Q2 		$2.61M Buy
29,486
+797
+3% +$70K 0.81% 17
2018
Q1 		$2.48M Sell
28,689
-4,209
-13% -$373K 0.86% 13
2017
Q4 		$2.93M Sell
32,898
-1,039
-3% -$90.3K 1.05% 9
2017
Q3 		$2.88M Sell
33,937
-5,226
-13% -$438K 1.14% 11
2017
Q2 		$3.29M Sell
39,163
-3,892
-9% -$324K 1.41% 7
2017
Q1 		$3.57M Buy
43,055
+5,308
+14% +$439K 1.61% 9
2016
Q4 		$3.04M Sell
37,747
-1,972
-5% -$154K 1.42% 14
2016
Q3 		$3.05M Sell
39,719
-70
-0.2% -$5.34K 1.54% 10
2016
Q2 		$2.96M Buy
39,789
+28,004
+238% +$2.03M 1.52% 10
2016
Q1 		$836K Buy
11,785
+587
+5% +$38.7K 0.47% 61
2015
Q4 		$769K Buy
+11,198
New +$787K 0.39% 64

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Ausdal Financial Partners's IWS Position: Q1 2026 in Review

Ausdal Financial Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.4% in Q1 2026, selling an estimated $39.8K and leaving 10,738 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #277.

Ausdal Financial Partners first reported a position in IWS in Q4 2015 and has held it in 42 quarters since. The position peaked at $8.64M in Q2 2022. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Ausdal Financial Partners held 10,738 shares of iShares Russell Mid-Cap Value ETF worth $1.56M as of Q1 2026.
  • Ausdal Financial Partners sold 268 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $39.8K.
  • iShares Russell Mid-Cap Value ETF made up 0.07% of Ausdal Financial Partners's portfolio in Q1 2026, its #277 holding.
  • Ausdal Financial Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and has held it in 42 quarters since.
  • Ausdal Financial Partners's iShares Russell Mid-Cap Value ETF position peaked at $8.64M in Q2 2022.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.