FWP
IWS icon

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

FAS 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
Q1 		$3.02M Sell
20,735
-102
-0.5% -$15.1K 0.19% 110
2025
Q4 		$2.94M Sell
20,837
-20
-0.1% -$2.8K 0.19% 109
2025
Q3 		$2.91M Buy
20,857
+160
+0.8% +$21.9K 0.2% 102
2025
Q2 		$2.73M Buy
20,697
+140
+0.7% +$17.6K 0.2% 100
2025
Q1 		$2.59M Sell
20,557
-1,344
-6% -$175K 0.21% 99
2024
Q4 		$2.83M Sell
21,901
-23
-0.1% -$3.08K 0.24% 91
2024
Q3 		$2.9M Buy
21,924
+141
+0.6% +$17.8K 0.23% 92
2024
Q2 		$2.63M Sell
21,783
-365
-2% -$44.4K 0.23% 93
2024
Q1 		$2.78M Buy
22,148
+142
+0.6% +$16.7K 0.25% 91
2023
Q4 		$2.56M Sell
22,006
-315
-1% -$33.6K 0.24% 91
2023
Q3 		$2.33M Sell
22,321
-42
-0.2% -$4.63K 0.25% 85
2023
Q2 		$2.46M Buy
22,363
+314
+1% +$33.1K 0.31% 75
2023
Q1 		$2.34M Sell
22,049
-216
-1% -$23.6K 0.25% 87
2022
Q4 		$2.35M Buy
22,265
+2,388
+12% +$250K 0.27% 84
2022
Q3 		$1.91M Sell
19,877
-32,707
-62% -$3.49M 0.21% 83
2022
Q2 		$5.34M Buy
52,584
+35,230
+203% +$3.94M 0.56% 37
2022
Q1 		$2.08M Sell
17,354
-39
-0.2% -$4.59K 0.2% 78
2021
Q4 		$2.13M Sell
17,393
-87
-0.5% -$10.4K 0.2% 80
2021
Q3 		$1.98M Buy
17,480
+1,291
+8% +$149K 0.19% 81
2021
Q2 		$1.86M Buy
16,189
+208
+1% +$23.8K 0.17% 85
2021
Q1 		$1.75M Buy
15,981
+558
+4% +$58.1K 0.18% 83
2020
Q4 		$1.5M Sell
15,423
-1,140
-7% -$103K 0.17% 89
2020
Q3 		$1.34M Sell
16,563
-481
-3% -$38.9K 0.18% 90
2020
Q2 		$1.3M Buy
17,044
+496
+3% +$36.1K 0.19% 87
2020
Q1 		$1.06M Sell
16,548
-5,208
-24% -$445K 0.19% 93
2019
Q4 		$2.06M Sell
21,756
-442
-2% -$40.4K 0.35% 56
2019
Q3 		$1.99M Buy
22,198
+99
+0.4% +$8.77K 0.36% 53
2019
Q2 		$1.97M Sell
22,099
-197
-0.9% -$17.3K 0.37% 55
2019
Q1 		$1.94M Buy
22,296
+39
+0.2% +$3.29K 0.38% 55
2018
Q4 		$1.7M Buy
+22,257
New +$1.86M 0.39% 54

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FAS Wealth Partners's IWS Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.49% in Q1 2026, selling an estimated $15.1K and leaving 20,735 shares worth $3.02M. The position accounts for 0.19% of the portfolio, ranked #110.

FAS Wealth Partners first reported a position in IWS in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.34M in Q2 2022. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • FAS Wealth Partners held 20,735 shares of iShares Russell Mid-Cap Value ETF worth $3.02M as of Q1 2026.
  • FAS Wealth Partners sold 102 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $15.1K.
  • iShares Russell Mid-Cap Value ETF made up 0.19% of FAS Wealth Partners's portfolio in Q1 2026, its #110 holding.
  • FAS Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • FAS Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $5.34M in Q2 2022.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.