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Center for Financial Planning’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Center for Financial Planning’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 		$16.9K Sell
116
-95
-45% -$14.1K ﹤0.01% 430
2025
Q4 		$29.8K Sell
211
-37
-15% -$5.17K ﹤0.01% 361
2025
Q3 		$34.6K Buy
248
+132
+114% +$18K ﹤0.01% 355
2025
Q2 		$15.3K Sell
116
-17
-13% -$2.13K ﹤0.01% 423
2025
Q1 		$16.8K Buy
133
+17
+15% +$2.21K ﹤0.01% 414
2024
Q4 		$15K Hold
116
– – ﹤0.01% 376
2024
Q3 		$15.3K Hold
116
– – ﹤0.01% 358
2024
Q2 		$14K Sell
116
-64
-36% -$7.78K ﹤0.01% 353
2024
Q1 		$22.6K Buy
180
+64
+55% +$7.54K ﹤0.01% 315
2023
Q4 		$13.5K Hold
116
– – ﹤0.01% 333
2023
Q3 		$12.1K Hold
116
– – ﹤0.01% 340
2023
Q2 		$12.7K Hold
116
– – ﹤0.01% 358
2023
Q1 		$12.3K Hold
116
– – ﹤0.01% 337
2022
Q4 		$12.2K Hold
116
– – ﹤0.01% 338
2022
Q3 		$11K Hold
116
– – ﹤0.01% 349
2022
Q2 		$12K Hold
116
– – ﹤0.01% 340
2022
Q1 		$14K Hold
116
– – ﹤0.01% 342
2021
Q4 		$14K Hold
116
– – ﹤0.01% 347
2021
Q3 		$13K Hold
116
– – ﹤0.01% 338
2021
Q2 		$13K Hold
116
– – ﹤0.01% 342
2021
Q1 		$13K Buy
+116
New +$12.1K ﹤0.01% 351
2020
Q4 		– Sell
-51
Closed -$4K – 476
2020
Q3 		$4K Hold
51
– – ﹤0.01% 373
2020
Q2 		$4K Sell
51
-314
-86% -$22.9K ﹤0.01% 381
2020
Q1 		$23K Buy
365
+90
+33% +$7.7K 0.01% 238
2019
Q4 		$26K Buy
+275
New +$25.1K 0.01% 239

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

Center for Financial Planning's IWS Position: Q1 2026 in Review

Center for Financial Planning reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 45% in Q1 2026, selling an estimated $14.1K and leaving 116 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Center for Financial Planning first reported a position in IWS in Q4 2019 and has held it in 25 quarters since. The position peaked at $34.6K in Q3 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Center for Financial Planning held 116 shares of iShares Russell Mid-Cap Value ETF worth $16.9K as of Q1 2026.
  • Center for Financial Planning sold 95 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $14.1K.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #430 holding.
  • Center for Financial Planning first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 25 quarters since.
  • Center for Financial Planning's iShares Russell Mid-Cap Value ETF position peaked at $34.6K in Q3 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.