Clean Yield Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Clean Yield Group’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 Q3	–	Sell	-12	Closed	-$1.98K	–	402
2026 Q2	$1.98K	Buy	+12	New	+$1.89K	﹤0.01%	375
2026 Q1	–	Sell	-178	Closed	-$25.1K	–	406
2025 Q4	$25.1K	Hold	178	–	–	0.01%	279
2025 Q3	$24.9K	Buy	+178	New	+$24.3K	0.01%	277
2023 Q1	–	Sell	-47	Closed	-$4.95K	–	447
2022 Q4	$4.95K	Buy	+47	New	+$4.93K	﹤0.01%	373

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Clean Yield Group's IWS Position: Q3 2026 in Review

Clean Yield Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026, closing a stake of 12 shares — an estimated $1.98K sold.

Clean Yield Group first reported a position in IWS in Q4 2022 and held it in 4 quarters. The position peaked at $25.1K in Q4 2025. 450 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Clean Yield Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
Clean Yield Group sold 12 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $1.98K.
Clean Yield Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 4 quarters.
Clean Yield Group's iShares Russell Mid-Cap Value ETF position peaked at $25.1K in Q4 2025.
450 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.