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

Friday 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	$3.7M	Buy	22,888 +15,922	+229%	+$2.67M	0.73%	26
2026 Q2	$1.15M	Buy	6,966 +114	+2%	+$18K	0.31%	45
2026 Q1	$999K	Buy	6,852 +175	+3%	+$26K	0.34%	42
2025 Q4	$942K	Buy	6,677 +2,153	+48%	+$301K	0.33%	42
2025 Q3	$632K	Buy	4,524 +964	+27%	+$132K	0.26%	48
2025 Q2	$470K	Buy	3,560 +4	+0.1%	+$502	0.24%	54
2025 Q1	$454K	Sell	3,556 -438	-11%	-$57K	0.27%	46
2024 Q4	$517K	Buy	+3,994	New	+$535K	0.36%	40

Other funds holding IWS

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

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

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Friday Financial's IWS Position: Q3 2026 in Review

Friday Financial increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 229% in Q3 2026, buying an estimated $2.67M and bringing the position to 22,888 shares worth $3.7M. The position accounts for 0.73% of the portfolio, ranked #26.

Friday Financial first reported a position in IWS in Q4 2024 and has held it in 8 quarters since. 254 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Friday Financial held 22,888 shares of iShares Russell Mid-Cap Value ETF worth $3.7M as of Q3 2026.
Friday Financial bought 15,922 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $2.67M.
iShares Russell Mid-Cap Value ETF made up 0.73% of Friday Financial's portfolio in Q3 2026, its #26 holding.
Friday Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
254 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.