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

Fairman 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	$26.8K	Sell	166 -179	-52%	-$30K	0.02%	125
2026 Q2	$56.8K	Buy	345 +1	+0.3%	+$158	0.04%	98
2026 Q1	$50.2K	Buy	344 +1	+0.3%	+$148	0.04%	99
2025 Q4	$48.4K	Buy	343 +1	+0.3%	+$140	0.04%	103
2025 Q3	$47.7K	Buy	342 +2	+0.6%	+$273	0.04%	104
2025 Q2	$45K	Buy	340 +176	+107%	+$22.1K	0.04%	107
2025 Q1	$21.1K	Buy	164 +1	+0.6%	+$130	0.02%	124
2024 Q4	$21.1K	Hold	163	–	–	0.02%	134
2024 Q3	$21.5K	Buy	163 +1	+0.6%	+$126	0.02%	136
2024 Q2	$19.5K	Buy	162 +1	+0.6%	+$122	0.02%	144
2024 Q1	$20.2K	Hold	161	–	–	0.02%	131
2023 Q4	$18.7K	Buy	+161	New	+$17.2K	0.02%	140

Other funds holding IWS

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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

Fairman Group's IWS Position: Q3 2026 in Review

Fairman Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 52% in Q3 2026, selling an estimated $30K and leaving 166 shares worth $26.8K. The position accounts for 0.02% of the portfolio, ranked #125.

Fairman Group first reported a position in IWS in Q4 2023 and has held it in 12 quarters since. The position peaked at $56.8K in Q2 2026. 554 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Fairman Group held 166 shares of iShares Russell Mid-Cap Value ETF worth $26.8K as of Q3 2026.
Fairman Group sold 179 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $30K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Fairman Group's portfolio in Q3 2026, its #125 holding.
Fairman Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Fairman Group's iShares Russell Mid-Cap Value ETF position peaked at $56.8K in Q2 2026.
554 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.