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

Congress 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
2025 Q2	$1.92M	Buy	14,562 +3,982	+38%	+$499K	0.02%	564
2025 Q1	$1.34M	Buy	10,580 +4,380	+71%	+$570K	0.02%	563
2024 Q4	$802K	Buy	6,200 +800	+15%	+$107K	0.01%	554
2024 Q3	$714K	Sell	5,400 -2,340	-30%	-$296K	0.01%	577
2024 Q2	$935K	Buy	7,740 +5,906	+322%	+$718K	0.01%	438
2024 Q1	$230K	Sell	1,834 -237	-11%	-$27.9K	﹤0.01%	551
2023 Q4	$241K	Buy	2,071 +36	+2%	+$3.83K	﹤0.01%	566
2023 Q3	$212K	Sell	2,035 -23	-1%	-$2.53K	﹤0.01%	574
2023 Q2	$226K	Hold	2,058	–	–	0.01%	522
2023 Q1	$219K	Hold	2,058	–	–	0.01%	526
2022 Q4	$217K	Sell	2,058 -41	-2%	-$4.3K	0.01%	527
2022 Q3	$201K	Hold	2,099	–	–	0.01%	529
2022 Q2	$213K	Buy	2,099 +33	+2%	+$3.69K	0.01%	527
2022 Q1	$247K	Buy	2,066 +190	+10%	+$22.4K	0.01%	546
2021 Q4	$229K	Buy	+1,876	New	+$224K	﹤0.01%	574

Other funds holding IWS

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

Morgan Stanley New York $1.89T AUM 35.08% 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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Congress Wealth Management's IWS Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 38% in Q2 2025, buying an estimated $499K and bringing the position to 14,562 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #564.

Congress Wealth Management first reported a position in IWS in Q4 2021 and has held it in 15 quarters since. 920 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

Congress Wealth Management held 14,562 shares of iShares Russell Mid-Cap Value ETF worth $1.92M as of Q2 2025.
Congress Wealth Management bought 3,982 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $499K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #564 holding.
Congress Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 15 quarters since.
920 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.