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

Financial Network Wealth Management’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
2025
Q1 		$26K Buy
+211
New +$27.5K 0.01% 285

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Network Wealth Management's IWS Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2025: 211 shares worth $26K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings.

923 funds tracked by Wall St. Rank hold IWS as of Q1 2025.

  • Financial Network Wealth Management held 211 shares of iShares Russell Mid-Cap Value ETF worth $26K as of Q1 2025.
  • iShares Russell Mid-Cap Value ETF was a new Financial Network Wealth Management position in Q1 2025.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Financial Network Wealth Management's portfolio in Q1 2025, its #285 holding.
  • 923 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.