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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.1M	Buy	241,074 +4,563	+2%	+$677K	0.04%	364
2025 Q4	$33.4M	Buy	236,511 +36,315	+18%	+$5.08M	0.04%	372
2025 Q3	$28M	Sell	200,196 -6,702	-3%	-$916K	0.05%	326
2025 Q2	$27.3M	Buy	206,898 +40,159	+24%	+$5.04M	0.06%	292
2025 Q1	$21M	Sell	166,739 -4,401	-3%	-$573K	0.05%	320
2024 Q4	$22.1M	Buy	171,140 +160,055	+1,444%	+$21.4M	0.06%	305
2024 Q3	$1.47M	Sell	11,085 -226,055	-95%	-$28.6M	﹤0.01%	849
2024 Q2	$28.6M	Buy	237,140 +117,608	+98%	+$14.3M	0.1%	201
2024 Q1	$15M	Buy	119,532 +114,671	+2,359%	+$13.5M	0.12%	172
2023 Q4	$565K	Buy	+4,861	New	+$518K	0.01%	554

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Focus Partners Wealth's IWS Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.9% in Q1 2026, buying an estimated $677K and bringing the position to 241,074 shares worth $35.1M. The position accounts for 0.04% of the portfolio, ranked #364.

Focus Partners Wealth first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Focus Partners Wealth held 241,074 shares of iShares Russell Mid-Cap Value ETF worth $35.1M as of Q1 2026.
Focus Partners Wealth bought 4,563 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $677K.
iShares Russell Mid-Cap Value ETF made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #364 holding.
Focus Partners Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.