Decker Retirement Planning’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Decker Retirement Planning’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	$593K	Sell	3,687 -245	-6%	-$41.1K	0.2%	52
2026 Q2	$647K	Sell	3,932 -376	-9%	-$59.3K	0.22%	55
2026 Q1	$628K	Buy	4,308 +128	+3%	+$19K	0.28%	52
2025 Q4	$590K	Buy	4,180 +288	+7%	+$40.3K	0.29%	57
2025 Q3	$544K	Buy	3,892 +585	+18%	+$80K	0.3%	64
2025 Q2	$437K	Buy	3,307 +608	+23%	+$76.3K	0.25%	55
2025 Q1	$340K	Buy	2,699 +520	+24%	+$67.7K	0.21%	30
2024 Q4	$282K	Buy	+2,179	New	+$292K	0.16%	50

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Decker Retirement Planning's IWS Position: Q3 2026 in Review

Decker Retirement Planning reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.2% in Q3 2026, selling an estimated $41.1K and leaving 3,687 shares worth $593K. The position accounts for 0.2% of the portfolio, ranked #52.

Decker Retirement Planning first reported a position in IWS in Q4 2024 and has held it in 8 quarters since. The position peaked at $647K in Q2 2026. 731 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Decker Retirement Planning held 3,687 shares of iShares Russell Mid-Cap Value ETF worth $593K as of Q3 2026.
Decker Retirement Planning sold 245 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $41.1K.
iShares Russell Mid-Cap Value ETF made up 0.2% of Decker Retirement Planning's portfolio in Q3 2026, its #52 holding.
Decker Retirement Planning first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Decker Retirement Planning's iShares Russell Mid-Cap Value ETF position peaked at $647K in Q2 2026.
731 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.