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IFC & Insurance Marketing’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-13
Closed -$2K – 374
2025
Q4 		$2K Buy
+13
New +$1.82K ﹤0.01% 647

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Bank of America
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Envestnet Portfolio Solutions
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TCIIS
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FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

IFC & Insurance Marketing's IWS Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 13 shares — an estimated $2K sold.

IFC & Insurance Marketing first reported a position in IWS in Q4 2025 and held it in 1 quarter. The position peaked at $2K in Q4 2025. 994 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 13 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $2K.
  • IFC & Insurance Marketing first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares Russell Mid-Cap Value ETF position peaked at $2K in Q4 2025.
  • 994 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.