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

GSB 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	-1,934	Closed	-$270K	–	239
2025 Q3	$270K	Buy	1,934 +7	+0.4%	+$957	0.06%	198
2025 Q2	$255K	Buy	1,927 +7	+0.4%	+$878	0.06%	206
2025 Q1	$242K	Buy	1,920 +6	+0.3%	+$781	0.06%	193
2024 Q4	$248K	Buy	1,914 +8	+0.4%	+$1.07K	0.06%	193
2024 Q3	$252K	Buy	1,906 +7	+0.4%	+$885	0.06%	196
2024 Q2	$229K	Buy	1,899 +6	+0.3%	+$729	0.06%	205
2024 Q1	$237K	Buy	1,893 +5	+0.3%	+$589	0.07%	197
2023 Q4	$220K	Buy	+1,888	New	+$201K	0.07%	199
2023 Q3	–	Sell	-1,869	Closed	-$205K	–	200
2023 Q2	$205K	Buy	+1,869	New	+$197K	0.07%	201
2023 Q1	–	Sell	-1,980	Closed	-$209K	–	222
2022 Q4	$209K	Buy	+1,980	New	+$208K	0.07%	190
2022 Q2	–	Sell	-1,950	Closed	-$233K	–	209
2022 Q1	$233K	Buy	1,950 +7	+0.4%	+$824	0.07%	206
2021 Q4	$238K	Buy	+1,943	New	+$232K	0.07%	205
2021 Q3	–	Sell	-1,926	Closed	-$221K	–	186
2021 Q2	$221K	Sell	1,926 -264	-12%	-$30.3K	0.07%	208
2021 Q1	$239K	Buy	+2,190	New	+$228K	0.08%	192

Other funds holding IWS

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $672B AUM 33.48% 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

GSB Wealth Management's IWS Position: Q4 2025 in Review

GSB Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 1,934 shares — an estimated $270K sold.

GSB Wealth Management first reported a position in IWS in Q1 2021 and held it in 14 quarters. The position peaked at $270K in Q3 2025. 992 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

GSB Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
GSB Wealth Management sold 1,934 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $270K.
GSB Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and held it in 14 quarters.
GSB Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $270K in Q3 2025.
992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on GSB Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.