Cooper Financial Group
IWS icon

Cooper Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cooper Financial 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 		$274K Hold
1,704
– – 0.02% 369
2026
Q2 		$280K Sell
1,704
-355
-17% -$56K 0.02% 353
2026
Q1 		$300K Sell
2,059
-1,198
-37% -$178K 0.03% 332
2025
Q4 		$459K Sell
3,257
-149
-4% -$20.8K 0.05% 248
2025
Q3 		$476K Buy
3,406
+3
+0.1% +$410 0.05% 244
2025
Q2 		$450K Sell
3,403
-66
-2% -$8.28K 0.05% 254
2025
Q1 		$437K Sell
3,469
-213
-6% -$27.7K 0.06% 255
2024
Q4 		$476K Sell
3,682
-69
-2% -$9.24K 0.06% 250
2024
Q3 		$496K Sell
3,751
-332
-8% -$42K 0.06% 243
2024
Q2 		$493K Buy
4,083
+88
+2% +$10.7K 0.07% 221
2024
Q1 		$501K Sell
3,995
-90
-2% -$10.6K 0.08% 216
2023
Q4 		$475K Sell
4,085
-181
-4% -$19.3K 0.09% 212
2023
Q3 		$445K Sell
4,266
-3,775
-47% -$416K 0.11% 207
2023
Q2 		$883K Buy
8,041
+972
+14% +$102K 0.22% 109
2023
Q1 		$751K Buy
7,069
+1,292
+22% +$141K 0.2% 120
2022
Q4 		$609K Sell
5,777
-373
-6% -$39.1K 0.19% 125
2022
Q3 		$591K Sell
6,150
-272
-4% -$29.1K 0.21% 114
2022
Q2 		$652K Sell
6,422
-95
-1% -$10.6K 0.24% 107
2022
Q1 		$780K Sell
6,517
-13
-0.2% -$1.53K 0.3% 76
2021
Q4 		$799K Sell
6,530
-707
-10% -$84.4K 0.3% 85
2021
Q3 		$820K Sell
7,237
-61
-0.8% -$7.06K 0.17% 91
2021
Q2 		$839K Sell
7,298
-553
-7% -$63.4K 0.17% 88
2021
Q1 		$858K Buy
7,851
+543
+7% +$56.6K 0.19% 76
2020
Q4 		$709K Buy
7,308
+374
+5% +$33.7K 0.14% 120
2020
Q3 		$561K Buy
6,934
+65
+0.9% +$5.26K 0.16% 91
2020
Q2 		$526K Buy
6,869
+348
+5% +$25.3K 0.17% 82
2020
Q1 		$418K Buy
6,521
+475
+8% +$40.6K 0.17% 82
2019
Q4 		$573K Sell
6,046
-39
-0.6% -$3.56K 0.23% 68
2019
Q3 		$546K Sell
6,085
-176
-3% -$15.6K 0.25% 61
2019
Q2 		$558K Buy
6,261
+75
+1% +$6.59K 0.27% 59
2019
Q1 		$537K Sell
6,186
-1,056
-15% -$89.1K 0.3% 50
2018
Q4 		$553K Buy
+7,242
New +$606K 0.37% 39

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First Citizens Bank & Trust
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Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Cooper Financial Group's IWS Position: Q3 2026 in Review

Cooper Financial Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 1,704 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #369.

Cooper Financial Group first reported a position in IWS in Q4 2018 and has held it in 32 quarters since. The position peaked at $883K in Q2 2023. 345 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Cooper Financial Group held 1,704 shares of iShares Russell Mid-Cap Value ETF worth $274K as of Q3 2026.
  • Cooper Financial Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #369 holding.
  • Cooper Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 32 quarters since.
  • Cooper Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $883K in Q2 2023.
  • 345 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.