Financial Management Network’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Financial Management Network’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	$653K	Sell	4,014 -30	-0.7%	-$5.03K	0.09%	124
2026 Q2	$672K	Sell	4,044 -78	-2%	-$12.3K	0.1%	119
2026 Q1	$627K	Buy	4,122 +1	+0%	+$148	0.1%	113
2025 Q4	$588K	Sell	4,121 -43	-1%	-$6.01K	0.09%	114
2025 Q3	$586K	Sell	4,164 -56	-1%	-$7.66K	0.1%	114
2025 Q2	$570K	Buy	4,220 +48	+1%	+$6.02K	0.1%	109
2025 Q1	$471K	Sell	4,172 -87	-2%	-$11.3K	0.11%	107
2024 Q4	$555K	Buy	4,259 +3	+0.1%	+$402	0.12%	102
2024 Q3	$559K	Sell	4,256 -1,115	-21%	-$141K	0.12%	104
2024 Q2	$642K	Sell	5,371 -903	-14%	-$110K	0.15%	90
2024 Q1	$768K	Buy	6,274 +98	+2%	+$11.5K	0.19%	77
2023 Q4	$706K	Sell	6,176 -311	-5%	-$33.1K	0.21%	70
2023 Q3	$662K	Sell	6,487 -320	-5%	-$35.3K	0.22%	71
2023 Q2	$752K	Sell	6,807 -179	-3%	-$18.9K	0.26%	67
2023 Q1	$732K	Sell	6,986 -1,028	-13%	-$112K	0.29%	58
2022 Q4	$856K	Sell	8,014 -643	-7%	-$67.4K	0.38%	55
2022 Q3	$887K	Buy	8,657 +534	+7%	+$57K	0.44%	54
2022 Q2	$837K	Buy	8,123 +213	+3%	+$23.8K	0.45%	55
2022 Q1	$950K	Buy	7,910 +99	+1%	+$11.7K	0.48%	42
2021 Q4	$965K	Buy	7,811 +39	+0.5%	+$4.66K	0.44%	48
2021 Q3	$889K	Sell	7,772 -42	-0.5%	-$4.86K	0.45%	51
2021 Q2	$906K	Sell	7,814 -177	-2%	-$20.3K	0.46%	50
2021 Q1	$920K	Buy	7,991 +1,142	+17%	+$119K	0.48%	46
2020 Q4	$696K	Buy	+6,849	New	+$617K	0.43%	51

Other funds holding IWS

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

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

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

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

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

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Financial Management Network's IWS Position: Q3 2026 in Review

Financial Management Network reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.74% in Q3 2026, selling an estimated $5.03K and leaving 4,014 shares worth $653K. The position accounts for 0.09% of the portfolio, ranked #124.

Financial Management Network first reported a position in IWS in Q4 2020 and has held it in 24 quarters since. The position peaked at $965K in Q4 2021. 282 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Financial Management Network held 4,014 shares of iShares Russell Mid-Cap Value ETF worth $653K as of Q3 2026.
Financial Management Network sold 30 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $5.03K.
iShares Russell Mid-Cap Value ETF made up 0.09% of Financial Management Network's portfolio in Q3 2026, its #124 holding.
Financial Management Network first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
Financial Management Network's iShares Russell Mid-Cap Value ETF position peaked at $965K in Q4 2021.
282 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.