BostonPremier Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

BostonPremier Wealth’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	$262K	Sell	1,633 -23	-1%	-$3.86K	0.11%	66
2026 Q2	$273K	Sell	1,656 -5	-0.3%	-$789	0.12%	61
2026 Q1	$242K	Sell	1,661 -6	-0.4%	-$891	0.13%	59
2025 Q4	$235K	Sell	1,667 -50	-3%	-$6.99K	0.12%	60
2025 Q3	$240K	Buy	1,717 +6	+0.4%	+$820	0.12%	65
2025 Q2	$226K	Buy	1,711 +6	+0.4%	+$753	0.13%	61
2025 Q1	$215K	Sell	1,705 -314	-16%	-$40.9K	0.13%	53
2024 Q4	$261K	Buy	+2,019	New	+$270K	0.16%	45

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

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

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

BostonPremier Wealth's IWS Position: Q3 2026 in Review

BostonPremier Wealth reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.4% in Q3 2026, selling an estimated $3.86K and leaving 1,633 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #66.

BostonPremier Wealth first reported a position in IWS in Q4 2024 and has held it in 8 quarters since. The position peaked at $273K in Q2 2026. 254 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

BostonPremier Wealth held 1,633 shares of iShares Russell Mid-Cap Value ETF worth $262K as of Q3 2026.
BostonPremier Wealth sold 23 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $3.86K.
iShares Russell Mid-Cap Value ETF made up 0.11% of BostonPremier Wealth's portfolio in Q3 2026, its #66 holding.
BostonPremier Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
BostonPremier Wealth's iShares Russell Mid-Cap Value ETF position peaked at $273K in Q2 2026.
254 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on BostonPremier Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.