IP
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Investment Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Investment Partners’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
Q2 		$6.38M Buy
38,732
+1,085
+3% +$171K 1.99% 14
2026
Q1 		$5.49M Sell
37,647
-915
-2% -$136K 1.95% 14
2025
Q4 		$5.44M Buy
38,562
+244
+0.6% +$34.1K 1.9% 16
2025
Q3 		$5.35M Buy
38,318
+679
+2% +$92.8K 1.88% 15
2025
Q2 		$4.97M Buy
37,639
+3,485
+10% +$437K 1.88% 15
2025
Q1 		$4.3M Sell
34,154
-1,326
-4% -$173K 1.78% 17
2024
Q4 		$4.59M Buy
35,480
+1,473
+4% +$197K 1.89% 14
2024
Q3 		$4.5M Sell
34,007
-1,828
-5% -$231K 1.87% 13
2024
Q2 		$4.33M Sell
35,835
-549
-2% -$66.7K 1.94% 13
2024
Q1 		$4.56M Buy
36,384
+272
+0.8% +$32K 2.07% 12
2023
Q4 		$4.2M Buy
36,112
+186
+0.5% +$19.8K 2.07% 10
2023
Q3 		$3.75M Buy
35,926
+2,387
+7% +$263K 1.97% 11
2023
Q2 		$3.68M Buy
33,539
+9
+0% +$948 1.92% 13
2023
Q1 		$3.56M Buy
33,530
+131
+0.4% +$14.3K 1.87% 12
2022
Q4 		$3.52M Sell
33,399
-2,191
-6% -$230K 1.86% 13
2022
Q3 		$3.42M Buy
35,590
+5,107
+17% +$546K 1.02% 21
2022
Q2 		$3.1M Sell
30,483
-1,230
-4% -$138K 1.51% 16
2022
Q1 		$3.79M Buy
31,713
+1,630
+5% +$192K 1.6% 14
2021
Q4 		$3.68M Buy
30,083
+980
+3% +$117K 1.5% 17
2021
Q3 		$3.3M Buy
29,103
+913
+3% +$106K 1.5% 18
2021
Q2 		$3.24M Buy
28,190
+3,117
+12% +$357K 1.48% 18
2021
Q1 		$2.74M Buy
25,073
+2,276
+10% +$237K 1.33% 22
2020
Q4 		$2.21M Buy
22,797
+571
+3% +$51.5K 1.17% 26
2020
Q3 		$1.8M Sell
22,226
-12,682
-36% -$1.03M 1.07% 28
2020
Q2 		$2.67M Buy
34,908
+377
+1% +$27.4K 1.57% 16
2020
Q1 		$2.21M Sell
34,531
-108
-0.3% -$9.23K 1.59% 15
2019
Q4 		$3.28M Sell
34,639
-344
-1% -$31.4K 2.21% 10
2019
Q3 		$3.14M Sell
34,983
-324
-0.9% -$28.7K 2.29% 10
2019
Q2 		$3.15M Sell
35,307
-183
-0.5% -$16.1K 2.26% 8
2019
Q1 		$3.08M Buy
35,490
+2,562
+8% +$216K 2.23% 10
2018
Q4 		$2.51M Sell
32,928
-214
-0.6% -$17.9K 2.12% 11
2018
Q3 		$5.87K Buy
33,142
+283
+0.9% +$25.6K 3.26% 5
2018
Q2 		$2.91M Buy
32,859
+903
+3% +$79.4K 2.16% 11
2018
Q1 		$2.76M Buy
31,956
+4,672
+17% +$414K 2.06% 11
2017
Q4 		$2.43M Sell
27,284
-82
-0.3% -$7.13K 1.8% 15
2017
Q3 		$2.32M Buy
27,366
+283
+1% +$23.7K 1.99% 13
2017
Q2 		$2.28M Buy
27,083
+704
+3% +$58.6K 2.07% 10
2017
Q1 		$2.19M Buy
26,379
+230
+0.9% +$19K 2.11% 13
2016
Q4 		$2.1M Sell
26,149
-249
-0.9% -$19.4K 2.05% 11
2016
Q3 		$2.03M Buy
26,398
+1,447
+6% +$110K 1.15% 27
2016
Q2 		$1.85M Buy
24,951
+1,453
+6% +$105K 1.85% 12
2016
Q1 		$1.61M Buy
23,498
+578
+3% +$38.1K 1.05% 30
2015
Q4 		$1.58M Buy
22,920
+362
+2% +$25.4K 1.9% 10
2015
Q3 		$1.51M Buy
22,558
+343
+2% +$24.4K 1.98% 10
2015
Q2 		$1.64M Buy
22,215
+272
+1% +$20.5K 1.97% 10
2015
Q1 		$1.65M Buy
21,943
+389
+2% +$29K 1.82% 11
2014
Q4 		$1.59M Buy
+21,554
New +$1.55M 1.83% 11

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Investment Partners's IWS Position: Q2 2026 in Review

Investment Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.9% in Q2 2026, buying an estimated $171K and bringing the position to 38,732 shares worth $6.38M. The position accounts for 1.99% of the portfolio, ranked #14.

Investment Partners first reported a position in IWS in Q4 2014 and has held it in 47 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Investment Partners held 38,732 shares of iShares Russell Mid-Cap Value ETF worth $6.38M as of Q2 2026.
  • Investment Partners bought 1,085 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $171K.
  • iShares Russell Mid-Cap Value ETF made up 1.99% of Investment Partners's portfolio in Q2 2026, its #14 holding.
  • Investment Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.