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

Financial Perspectives’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 Q3	–	Sell	-11	Closed	-$1.42K	–	727
2025 Q2	$1.42K	Sell	11 -32	-74%	-$4.01K	﹤0.01%	644
2025 Q1	$5.42K	Sell	43 -31	-42%	-$4.04K	﹤0.01%	562
2024 Q4	$9.57K	Hold	74	–	–	﹤0.01%	509
2024 Q3	$9.79K	Hold	74	–	–	﹤0.01%	476
2024 Q2	$8.94K	Hold	74	–	–	﹤0.01%	476
2024 Q1	$9.27K	Hold	74	–	–	﹤0.01%	466
2023 Q4	$8.61K	Hold	74	–	–	﹤0.01%	488
2023 Q3	$7.72K	Hold	74	–	–	﹤0.01%	479
2023 Q2	$8.13K	Buy	+74	New	+$7.79K	﹤0.01%	468

Other funds holding IWS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Perspectives's IWS Position: Q3 2025 in Review

Financial Perspectives sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 11 shares — an estimated $1.42K sold.

Financial Perspectives first reported a position in IWS in Q2 2023 and held it in 9 quarters. The position peaked at $9.79K in Q3 2024. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Financial Perspectives reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Financial Perspectives sold 11 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $1.42K.
Financial Perspectives first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and held it in 9 quarters.
Financial Perspectives's iShares Russell Mid-Cap Value ETF position peaked at $9.79K in Q3 2024.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Financial Perspectives's 13F filing for Q3 2025, filed 22 Oct 2025.