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

Finley Financial’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	$577K	Hold	3,565	–	–	0.24%	44
2026 Q2	$587K	Hold	3,565	–	–	0.24%	45
2026 Q1	$520K	Hold	3,565	–	–	0.24%	47
2025 Q4	$503K	Hold	3,565	–	–	0.23%	49
2025 Q3	$498K	Hold	3,565	–	–	0.23%	51
2025 Q2	$471K	Hold	3,565	–	–	0.24%	49
2025 Q1	$438K	Sell	3,565 -45	-1%	-$5.86K	0.24%	49
2024 Q4	$476K	Buy	+3,610	New	+$483K	0.25%	46

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Finley Financial's IWS Position: Q3 2026 in Review

Finley Financial held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 3,565 shares worth $577K. The position accounts for 0.24% of the portfolio, ranked #44.

Finley Financial first reported a position in IWS in Q4 2024 and has held it in 8 quarters since. The position peaked at $587K in Q2 2026. 728 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Finley Financial held 3,565 shares of iShares Russell Mid-Cap Value ETF worth $577K as of Q3 2026.
Finley Financial left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.24% of Finley Financial's portfolio in Q3 2026, its #44 holding.
Finley Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Finley Financial's iShares Russell Mid-Cap Value ETF position peaked at $587K in Q2 2026.
728 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Finley Financial's 13F filing for Q3 2026, filed 28 Oct 2026.