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

Financial Connections 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 Q1	$75K	Hold	517	–	–	0.03%	96
2025 Q4	$72K	Hold	517	–	–	0.02%	96
2025 Q3	$72K	Hold	517	–	–	0.03%	96
2025 Q2	$68K	Hold	517	–	–	0.03%	91
2025 Q1	$65K	Hold	517	–	–	0.03%	91
2024 Q4	$66K	Hold	517	–	–	0.03%	80
2024 Q3	$68K	Hold	517	–	–	0.03%	79
2024 Q2	$62K	Buy	+517	New	+$62.8K	0.03%	88
2024 Q1	–	Sell	-517	Closed	-$60K	–	217
2023 Q4	$60K	Buy	+517	New	+$55.1K	0.04%	93
2023 Q3	–	Sell	-517	Closed	-$56K	–	180
2023 Q2	$56K	Hold	517	–	–	0.04%	101
2023 Q1	$54K	Hold	517	–	–	0.04%	87
2022 Q4	$54K	Hold	517	–	–	0.04%	84
2022 Q3	$49K	Sell	517 -285	-36%	-$30.4K	0.04%	78
2022 Q2	$81K	Buy	802 +285	+55%	+$31.9K	0.07%	81
2022 Q1	$61K	Hold	517	–	–	0.06%	93
2021 Q4	$63K	Buy	+517	New	+$61.7K	0.06%	92

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Financial Connections Group's IWS Position: Q1 2026 in Review

Financial Connections Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 517 shares worth $75K. The position accounts for 0.03% of the portfolio, ranked #96.

Financial Connections Group first reported a position in IWS in Q4 2021 and has held it in 16 quarters since. The position peaked at $81K in Q2 2022. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Financial Connections Group held 517 shares of iShares Russell Mid-Cap Value ETF worth $75K as of Q1 2026.
Financial Connections Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Financial Connections Group's portfolio in Q1 2026, its #96 holding.
Financial Connections Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's iShares Russell Mid-Cap Value ETF position peaked at $81K in Q2 2022.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.