Consolidated Planning Corp’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Consolidated Planning Corp’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	$584K	Buy	3,545 +457	+15%	+$72.1K	0.08%	96
2026 Q1	$450K	Buy	+3,088	New	+$458K	0.07%	98
2021 Q4	–	Sell	-278	Closed	-$31K	–	257
2021 Q3	$31K	Buy	+278	New	+$32.2K	0.02%	206

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 19.34% 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

Consolidated Planning Corp's IWS Position: Q2 2026 in Review

Consolidated Planning Corp increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 15% in Q2 2026, buying an estimated $72.1K and bringing the position to 3,545 shares worth $584K. The position accounts for 0.08% of the portfolio, ranked #96.

Consolidated Planning Corp first reported a position in IWS in Q3 2021 and has held it in 3 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Consolidated Planning Corp held 3,545 shares of iShares Russell Mid-Cap Value ETF worth $584K as of Q2 2026.
Consolidated Planning Corp bought 457 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $72.1K.
iShares Russell Mid-Cap Value ETF made up 0.08% of Consolidated Planning Corp's portfolio in Q2 2026, its #96 holding.
Consolidated Planning Corp first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and has held it in 3 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.