Focus Partners Wealth
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Focus Partners Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Focus Partners Wealth’s Portfolio IWS Stock Details IWS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$28M Sell
2025
Q2 		$27.3M Buy
2025
Q1 		$21M Sell
2024
Q4 		$22.1M Buy
2024
Q3 		$1.47M Sell
2024
Q2 		$28.6M Buy
2024
Q1 		$15M Buy
2023
Q4 		$565K Buy