Cardiff Park Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cardiff Park Advisors’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	$99K	Buy	679 +2	+0.3%	+$297	0.01%	314
2025 Q4	$95.5K	Buy	677 +3	+0.4%	+$419	0.01%	301
2025 Q3	$94.2K	Buy	674 +2	+0.3%	+$273	0.01%	320
2025 Q2	$88.7K	Buy	672 +3	+0.4%	+$376	0.01%	293
2025 Q1	$84.3K	Buy	669 +2	+0.3%	+$260	0.01%	293
2024 Q4	$86.2K	Buy	667 +3	+0.5%	+$402	0.01%	285
2024 Q3	$87.8K	Buy	664 +3	+0.5%	+$379	0.01%	284
2024 Q2	$79.8K	Buy	661 +2	+0.3%	+$243	0.01%	279
2024 Q1	$82.5K	Buy	659 +3	+0.5%	+$353	0.01%	294
2023 Q4	$76.3K	Buy	656 +6	+0.9%	+$639	0.01%	274
2023 Q3	$67.8K	Hold	650	–	–	0.01%	260
2023 Q2	$71.3K	Sell	650 -15	-2%	-$1.58K	0.01%	274
2023 Q1	$70.6K	Buy	665 +21	+3%	+$2.29K	0.01%	270
2022 Q4	$67.9K	Buy	644 +7	+1%	+$734	0.01%	270
2022 Q3	$61K	Hold	637	–	–	0.01%	275
2022 Q2	$65K	Sell	637 -96	-13%	-$10.7K	0.01%	273
2022 Q1	$88K	Buy	733 +2	+0.3%	+$235	0.01%	264
2021 Q4	$89K	Buy	+731	New	+$87.3K	0.01%	264

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

Cardiff Park Advisors's IWS Position: Q1 2026 in Review

Cardiff Park Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.3% in Q1 2026, buying an estimated $297 and bringing the position to 679 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #314.

Cardiff Park Advisors first reported a position in IWS in Q4 2021 and has held it in 18 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Cardiff Park Advisors held 679 shares of iShares Russell Mid-Cap Value ETF worth $99K as of Q1 2026.
Cardiff Park Advisors bought 2 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $297.
iShares Russell Mid-Cap Value ETF made up 0.01% of Cardiff Park Advisors's portfolio in Q1 2026, its #314 holding.
Cardiff Park Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.