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

Horizons 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
2026 Q1	$40.7K	Hold	279	–	–	0.03%	107
2025 Q4	$39.4K	Hold	279	–	–	0.03%	109
2025 Q3	$39K	Hold	279	–	–	0.03%	110
2025 Q2	$36.9K	Hold	279	–	–	0.03%	111
2025 Q1	$35.1K	Hold	279	–	–	0.03%	112
2024 Q4	$36.1K	Sell	279 -1	-0.4%	-$134	0.03%	108
2024 Q3	$37K	Hold	280	–	–	0.03%	111
2024 Q2	$34.9K	Hold	280	–	–	0.03%	112
2024 Q1	$32.5K	Hold	280	–	–	0.02%	109
2023 Q4	$32.5K	Hold	280	–	–	0.02%	109
2023 Q3	$29.2K	Sell	280 -60	-18%	-$6.61K	0.02%	112
2023 Q2	$37.3K	Sell	340 -33	-9%	-$3.48K	0.03%	109
2023 Q1	$39.6K	Hold	373	–	–	0.03%	93
2022 Q4	$39K	Hold	373	–	–	0.03%	99
2022 Q3	$36K	Hold	373	–	–	0.03%	89
2022 Q2	$43K	Buy	+373	New	+$41.7K	0.04%	87

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 $18.1B AUM 15% 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

Horizons Wealth Management's IWS Position: Q1 2026 in Review

Horizons Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 279 shares worth $40.7K. The position accounts for 0.03% of the portfolio, ranked #107.

Horizons Wealth Management first reported a position in IWS in Q2 2022 and has held it in 16 quarters since. The position peaked at $43K in Q2 2022. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Horizons Wealth Management held 279 shares of iShares Russell Mid-Cap Value ETF worth $40.7K as of Q1 2026.
Horizons Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Horizons Wealth Management's portfolio in Q1 2026, its #107 holding.
Horizons Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $43K in Q2 2022.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.