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 Q2	$452K	Buy	2,746 +260	+10%	+$41K	0.04%	186
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 $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cascade Financial Partners's IWS Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 10% in Q2 2026, buying an estimated $41K and bringing the position to 2,746 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #186.

Cascade Financial Partners first reported a position in IWS in Q1 2024 and has held it in 10 quarters since. 1,049 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Cascade Financial Partners held 2,746 shares of iShares Russell Mid-Cap Value ETF worth $452K as of Q2 2026.
Cascade Financial Partners bought 260 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $41K.
iShares Russell Mid-Cap Value ETF made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #186 holding.
Cascade Financial Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
1,049 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.