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

Focus Financial 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 		$5.4M Buy
33,583
+146
+0.4% +$24.5K 0.16% 103
2026
Q2 		$5.5M Buy
33,437
+429
+1% +$67.7K 0.17% 102
2026
Q1 		$4.81M Buy
33,008
+378
+1% +$56.1K 0.17% 101
2025
Q4 		$4.6M Buy
32,630
+203
+0.6% +$28.4K 0.16% 104
2025
Q3 		$4.53M Buy
32,427
+272
+0.8% +$37.2K 0.16% 104
2025
Q2 		$4.25M Buy
32,155
+671
+2% +$84.2K 0.17% 98
2025
Q1 		$3.97M Buy
31,484
+709
+2% +$92.3K 0.16% 107
2024
Q4 		$3.98M Sell
30,775
-493
-2% -$66K 0.16% 109
2024
Q3 		$4.14M Sell
31,268
-569
-2% -$71.9K 0.17% 106
2024
Q2 		$4.03M Buy
31,837
+213
+0.7% +$25.9K 0.17% 101
2024
Q1 		$3.71M Sell
31,624
-24,452
-44% -$2.88M 0.18% 104
2023
Q4 		$6.52M Buy
56,076
+23,894
+74% +$2.55M 0.25% 88
2023
Q3 		$3.38M Sell
32,182
-61,613
-66% -$6.79M 0.19% 101
2023
Q2 		$10.3M Buy
93,795
+7,405
+9% +$780K 0.57% 38
2023
Q1 		$9.17M Buy
86,390
+5,605
+7% +$612K 0.57% 37
2022
Q4 		$8.51M Buy
80,785
+6,615
+9% +$694K 0.69% 28
2022
Q3 		$7.12M Buy
74,170
+23,997
+48% +$2.56M 0.62% 35
2022
Q2 		$5.1M Buy
50,173
+25,648
+105% +$2.87M 0.42% 43
2022
Q1 		$2.93M Buy
24,525
+6,060
+33% +$714K 0.2% 94
2021
Q4 		$2.26M Buy
18,465
+326
+2% +$38.9K 0.33% 73
2021
Q3 		$2.05M Buy
18,139
+1,065
+6% +$123K 0.27% 92
2021
Q2 		$1.96M Buy
17,074
+545
+3% +$62.5K 0.26% 98
2021
Q1 		$1.81M Sell
16,529
-5,719
-26% -$596K 0.21% 110
2020
Q4 		$2.16M Buy
22,248
+602
+3% +$54.3K 0.19% 106
2020
Q3 		$1.75M Sell
21,646
-1,928
-8% -$156K 0.16% 127
2020
Q2 		$1.8M Buy
23,574
+16,863
+251% +$1.23M 0.2% 102
2020
Q1 		$430K Buy
6,711
+194
+3% +$16.6K 0.06% 240
2019
Q4 		$618K Buy
6,517
+115
+2% +$10.5K 0.08% 218
2019
Q3 		$574K Sell
6,402
-55
-0.9% -$4.87K 0.08% 203
2019
Q2 		$576K Sell
6,457
-172
-3% -$15.1K 0.09% 202
2019
Q1 		$576K Buy
+6,629
New +$559K 0.09% 187

Other funds holding IWS

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
RTD Financial Advisors
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
WestHill Financial Advisors
WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Focus Financial Network increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.44% in Q3 2026, buying an estimated $24.5K and bringing the position to 33,583 shares worth $5.4M. The position accounts for 0.16% of the portfolio, ranked #103.

Focus Financial Network first reported a position in IWS in Q1 2019 and has held it in 31 quarters since. The position peaked at $10.3M in Q2 2023. 204 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Focus Financial Network held 33,583 shares of iShares Russell Mid-Cap Value ETF worth $5.4M as of Q3 2026.
  • Focus Financial Network bought 146 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $24.5K.
  • iShares Russell Mid-Cap Value ETF made up 0.16% of Focus Financial Network's portfolio in Q3 2026, its #103 holding.
  • Focus Financial Network first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and has held it in 31 quarters since.
  • Focus Financial Network's iShares Russell Mid-Cap Value ETF position peaked at $10.3M in Q2 2023.
  • 204 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.