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Collaborative Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Collaborative Wealth Management’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 		– Sell
-2,509
Closed -$354K – 201
2025
Q4 		$354K Buy
+2,509
New +$351K 0.12% 152

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 $18.1B AUM 15% 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

Collaborative Wealth Management's IWS Position: Q1 2026 in Review

Collaborative Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 2,509 shares — an estimated $354K sold.

Collaborative Wealth Management first reported a position in IWS in Q4 2025 and held it in 1 quarter. The position peaked at $354K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Collaborative Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 2,509 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $354K.
  • Collaborative Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $354K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.