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 Q2	$19.1K	Hold	116	–	–	﹤0.01%	429
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 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 19.28% 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

Center for Financial Planning's IWS Position: Q2 2026 in Review

Center for Financial Planning held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 116 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Center for Financial Planning first reported a position in IWS in Q4 2019 and has held it in 26 quarters since. The position peaked at $34.6K in Q3 2025. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Center for Financial Planning held 116 shares of iShares Russell Mid-Cap Value ETF worth $19.1K as of Q2 2026.
Center for Financial Planning left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #429 holding.
Center for Financial Planning first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
Center for Financial Planning's iShares Russell Mid-Cap Value ETF position peaked at $34.6K in Q3 2025.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.