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

Cascade 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	$362K	Sell	2,486 -39	-2%	-$5.79K	0.04%	190
2025 Q4	$356K	Sell	2,525 -272	-10%	-$38K	0.04%	186
2025 Q3	$391K	Hold	2,797	–	–	0.04%	181
2025 Q2	$370K	Sell	2,797 -9	-0.3%	-$1.13K	0.04%	184
2025 Q1	$353K	Sell	2,806 -360	-11%	-$46.9K	0.04%	186
2024 Q4	$410K	Buy	3,166 +583	+23%	+$78K	0.05%	156
2024 Q3	$341K	Buy	2,583 +231	+10%	+$29.2K	0.04%	175
2024 Q2	$284K	Buy	2,352 +367	+18%	+$44.6K	0.04%	182
2024 Q1	$238K	Buy	+1,985	New	+$234K	0.03%	202

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

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

Cascade Financial Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.5% in Q1 2026, selling an estimated $5.79K and leaving 2,486 shares worth $362K. The position accounts for 0.04% of the portfolio, ranked #190.

Cascade Financial Partners first reported a position in IWS in Q1 2024 and has held it in 9 quarters since. The position peaked at $410K in Q4 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Cascade Financial Partners held 2,486 shares of iShares Russell Mid-Cap Value ETF worth $362K as of Q1 2026.
Cascade Financial Partners sold 39 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $5.79K.
iShares Russell Mid-Cap Value ETF made up 0.04% of Cascade Financial Partners's portfolio in Q1 2026, its #190 holding.
Cascade Financial Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's iShares Russell Mid-Cap Value ETF position peaked at $410K in Q4 2024.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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