Greenup Street Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Greenup Street Wealth Management’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
2025 Q4	–	Sell	-3,687	Closed	-$515K	–	144
2025 Q3	$515K	Buy	+3,687	New	+$504K	0.08%	100

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 $91.6B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenup Street Wealth Management's IWS Position: Q4 2025 in Review

Greenup Street Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 3,687 shares — an estimated $515K sold.

Greenup Street Wealth Management first reported a position in IWS in Q3 2025 and held it in 1 quarter. The position peaked at $515K in Q3 2025. 992 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Greenup Street Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Greenup Street Wealth Management sold 3,687 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $515K.
Greenup Street Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and held it in 1 quarter.
Greenup Street Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $515K in Q3 2025.
992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Greenup Street Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.