Elevation Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Elevation Wealth Partners’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	$138K	Buy	861 +13	+2%	+$2.18K	0.04%	175
2026 Q2	$140K	Buy	848 +2	+0.2%	+$316	0.04%	166
2026 Q1	$123K	Buy	846 +3	+0.4%	+$445	0.04%	156
2025 Q4	$119K	Sell	843 -164	-16%	-$22.9K	0.04%	157
2025 Q3	$141K	Buy	1,007 +4	+0.4%	+$547	0.05%	142
2025 Q2	$133K	Buy	1,003 +4	+0.4%	+$502	0.05%	146
2025 Q1	$126K	Sell	999 -69	-6%	-$8.98K	0.05%	143
2024 Q4	$138K	Sell	1,068 -396	-27%	-$53K	0.06%	137
2024 Q3	$194K	Buy	1,464 +4	+0.3%	+$505	0.08%	117
2024 Q2	$176K	Buy	1,460 +4	+0.3%	+$486	0.08%	116
2024 Q1	$183K	Buy	1,456 +180	+14%	+$21.2K	0.09%	114
2023 Q4	$133K	Buy	1,276 +400	+46%	+$42.6K	0.08%	126
2023 Q3	$91.4K	Hold	876	–	–	0.08%	101
2023 Q2	$96.2K	Hold	876	–	–	0.08%	105
2023 Q1	$93K	Buy	+876	New	+$95.6K	0.09%	107

Other funds holding IWS

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

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

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Elevation Wealth Partners's IWS Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.5% in Q3 2026, buying an estimated $2.18K and bringing the position to 861 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #175.

Elevation Wealth Partners first reported a position in IWS in Q1 2023 and has held it in 15 quarters since. The position peaked at $194K in Q3 2024. 402 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Elevation Wealth Partners held 861 shares of iShares Russell Mid-Cap Value ETF worth $138K as of Q3 2026.
Elevation Wealth Partners bought 13 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $2.18K.
iShares Russell Mid-Cap Value ETF made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #175 holding.
Elevation Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $194K in Q3 2024.
402 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.