BFC Planning, Inc.’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

BFC Planning, Inc.’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 Q2	$311K	Sell	1,888 -9	-0.5%	-$1.42K	0.01%	784
2026 Q1	$276K	Sell	1,897 -75	-4%	-$11.1K	0.01%	765
2025 Q4	$278K	Buy	1,972 +1,781	+932%	+$249K	0.01%	744
2025 Q3	$26.7K	Hold	191	–	–	﹤0.01%	1436
2025 Q2	$25.2K	Buy	191 +95	+99%	+$11.9K	﹤0.01%	1402
2025 Q1	$12.1K	Hold	96	–	–	﹤0.01%	1686
2024 Q4	$12.4K	Buy	+96	New	+$12.8K	﹤0.01%	1665

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFC Planning, Inc.'s IWS Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.47% in Q2 2026, selling an estimated $1.42K and leaving 1,888 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #784.

BFC Planning, Inc. first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 1,056 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

BFC Planning, Inc. held 1,888 shares of iShares Russell Mid-Cap Value ETF worth $311K as of Q2 2026.
BFC Planning, Inc. sold 9 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.42K.
iShares Russell Mid-Cap Value ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #784 holding.
BFC Planning, Inc. first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,056 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.