Gryphon Financial Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $792K | Hold |
5,431
| – | – | 0.08% | 163 |
|
|
2025
Q4 | $766K | Buy |
5,431
+236
| +5% | +$33K | 0.08% | 162 |
|
|
2025
Q3 | $726K | Sell |
5,195
-234
| -4% | -$32K | 0.08% | 157 |
|
|
2025
Q2 | $717K | Sell |
5,429
-248
| -4% | -$31.1K | 0.09% | 146 |
|
|
2025
Q1 | $715K | Buy |
5,677
+93
| +2% | +$12.1K | 0.1% | 127 |
|
|
2024
Q4 | $722K | Buy |
5,584
+434
| +8% | +$58.1K | 0.1% | 114 |
|
|
2024
Q3 | $681K | Sell |
5,150
-451
| -8% | -$57K | 0.09% | 138 |
|
|
2024
Q2 | $676K | Buy |
5,601
+1,549
| +38% | +$188K | 0.1% | 124 |
|
|
2024
Q1 | $508K | Hold |
4,052
| – | – | 0.08% | 152 |
|
|
2023
Q4 | $471K | Hold |
4,052
| – | – | 0.08% | 160 |
|
|
2023
Q3 | $423K | Hold |
4,052
| – | – | 0.1% | 107 |
|
|
2023
Q2 | $445K | Hold |
4,052
| – | – | 0.1% | 112 |
|
|
2023
Q1 | $430K | Hold |
4,052
| – | – | 0.1% | 116 |
|
|
2022
Q4 | $427K | Hold |
4,052
| – | – | 0.1% | 111 |
|
|
2022
Q3 | $389K | Sell |
4,052
-186
| -4% | -$19.9K | 0.1% | 116 |
|
|
2022
Q2 | $431K | Hold |
4,238
| – | – | 0.1% | 110 |
|
|
2022
Q1 | $507K | Hold |
4,238
| – | – | 0.1% | 110 |
|
|
2021
Q4 | $519K | Buy |
4,238
+186
| +5% | +$22.2K | 0.1% | 123 |
|
|
2021
Q3 | $459K | Sell |
4,052
-186
| -4% | -$21.5K | 0.1% | 112 |
|
|
2021
Q2 | $481K | Hold |
4,238
| – | – | 0.11% | 98 |
|
|
2021
Q1 | $463K | Buy |
4,238
+186
| +5% | +$19.4K | 0.11% | 103 |
|
|
2020
Q4 | $393K | Sell |
4,052
-290
| -7% | -$26.1K | 0.1% | 105 |
|
|
2020
Q3 | $351K | Buy |
4,342
+186
| +4% | +$15.1K | 0.1% | 109 |
|
|
2020
Q2 | $318K | Sell |
4,156
-186
| -4% | -$13.5K | 0.1% | 103 |
|
|
2020
Q1 | $278K | Hold |
4,342
| – | – | 0.1% | 110 |
|
|
2019
Q4 | $412K | Buy |
4,342
+111
| +3% | +$10.1K | 0.11% | 110 |
|
|
2019
Q3 | $380K | Buy |
4,231
+75
| +2% | +$6.64K | 0.11% | 102 |
|
|
2019
Q2 | $370K | Hold |
4,156
| – | – | 0.11% | 101 |
|
|
2019
Q1 | $361K | Hold |
4,156
| – | – | 0.11% | 93 |
|
|
2018
Q4 | $317K | Hold |
4,156
| – | – | 0.08% | 149 |
|
|
2018
Q3 | $375K | Sell |
4,156
-75
| -2% | -$6.79K | 0.11% | 95 |
|
|
2018
Q2 | $374K | Buy |
4,231
+75
| +2% | +$6.59K | 0.17% | 46 |
|
|
2018
Q1 | $359K | Hold |
4,156
| – | – | 0.18% | 47 |
|
|
2017
Q4 | $371K | Buy |
+4,156
| New | +$361K | 0.21% | 48 |
|
Other funds holding IWS
TCIIS
FCBT
CB
Gryphon Financial Partners's IWS Position: Q1 2026 in Review
Gryphon Financial Partners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 5,431 shares worth $792K. The position accounts for 0.08% of the portfolio, ranked #163.
Gryphon Financial Partners first reported a position in IWS in Q4 2017 and has held it in 34 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- Gryphon Financial Partners held 5,431 shares of iShares Russell Mid-Cap Value ETF worth $792K as of Q1 2026.
- Gryphon Financial Partners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
- iShares Russell Mid-Cap Value ETF made up 0.08% of Gryphon Financial Partners's portfolio in Q1 2026, its #163 holding.
- Gryphon Financial Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 34 quarters since.
- 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.