Creative Financial Designs’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Creative Financial Designs’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	$128K	Sell	779 -21	-3%	-$3.31K	0.01%	730
2026 Q1	$117K	Buy	800 +21	+3%	+$3.12K	0.01%	645
2025 Q4	$110K	Sell	779 -71	-8%	-$9.93K	0.01%	636
2025 Q3	$119K	Buy	850 +65	+8%	+$8.88K	0.01%	589
2025 Q2	$104K	Hold	785	–	–	0.01%	658
2025 Q1	$98.9K	Hold	785	–	–	0.01%	623
2024 Q4	$102K	Hold	785	–	–	0.01%	601
2024 Q3	$104K	Hold	785	–	–	0.01%	590
2024 Q2	$94.8K	Hold	785	–	–	0.01%	592
2024 Q1	$98.4K	Hold	785	–	–	0.01%	572
2023 Q4	$91.3K	Hold	785	–	–	0.01%	555
2023 Q3	$81.9K	Buy	785 +236	+43%	+$26K	0.01%	524
2023 Q2	$60.3K	Buy	549 +186	+51%	+$19.6K	0.01%	592
2023 Q1	$38.6K	Buy	+363	New	+$39.6K	0.01%	653
2022 Q2	–	Sell	-5	Closed	-$1K	–	1288
2022 Q1	$1K	Buy	+5	New	+$589	﹤0.01%	1212
2021 Q1	–	Sell	-128	Closed	-$12K	–	1337
2020 Q4	$12K	Buy	+128	New	+$11.5K	﹤0.01%	827
2018 Q2	–	Sell	-44	Closed	-$4K	–	773
2018 Q1	$4K	Hold	44	–	–	﹤0.01%	523
2017 Q4	$4K	Buy	44 +1	+2%	+$87	﹤0.01%	527
2017 Q3	$4K	Sell	43 -18	-30%	-$1.51K	﹤0.01%	542
2017 Q2	$5K	Sell	61 -5	-8%	-$416	﹤0.01%	522
2017 Q1	$5K	Buy	66 +2	+3%	+$165	﹤0.01%	486
2016 Q4	$5K	Buy	+64	New	+$4.99K	﹤0.01%	474

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

Creative Financial Designs's IWS Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.6% in Q2 2026, selling an estimated $3.31K and leaving 779 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #730.

Creative Financial Designs first reported a position in IWS in Q4 2016 and has held it in 22 quarters since. 1,042 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Creative Financial Designs held 779 shares of iShares Russell Mid-Cap Value ETF worth $128K as of Q2 2026.
Creative Financial Designs sold 21 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $3.31K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #730 holding.
Creative Financial Designs first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 22 quarters since.
1,042 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.