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

Gen-Wealth Partners’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	$35.8K	Buy	246 +2	+0.8%	+$297	0.01%	426
2025 Q4	$34.5K	Buy	244 +3	+1%	+$419	0.01%	422
2025 Q3	$33.7K	Buy	241 +2	+0.8%	+$273	0.01%	422
2025 Q2	$31.6K	Buy	239 +3	+1%	+$376	0.01%	374
2025 Q1	$29.7K	Buy	236 +2	+0.9%	+$260	0.01%	382
2024 Q4	$30.3K	Buy	234 +2	+0.9%	+$268	0.01%	403
2024 Q3	$30.7K	Buy	232 +122	+111%	+$15.4K	0.01%	418
2024 Q2	$13.3K	Hold	110	–	–	0.01%	451
2024 Q1	$13.8K	Buy	+110	New	+$13K	0.01%	438

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 $20.9B AUM 19.34% 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

Gen-Wealth Partners's IWS Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.82% in Q1 2026, buying an estimated $297 and bringing the position to 246 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #426.

Gen-Wealth Partners first reported a position in IWS in Q1 2024 and has held it in 9 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Gen-Wealth Partners held 246 shares of iShares Russell Mid-Cap Value ETF worth $35.8K as of Q1 2026.
Gen-Wealth Partners bought 2 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $297.
iShares Russell Mid-Cap Value ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #426 holding.
Gen-Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.