Journey Strategic Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Journey Strategic Wealth’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 Q3	–	Sell	-1,881	Closed	-$249K	–	744
2025 Q2	$249K	Buy	+1,881	New	+$236K	0.01%	512
2025 Q1	–	Sell	-2,253	Closed	-$291K	–	526
2024 Q4	$291K	Buy	+2,253	New	+$302K	0.01%	337
2024 Q3	–	Sell	-3,251	Closed	-$392K	–	519
2024 Q2	$392K	Buy	+3,251	New	+$395K	0.02%	198

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Journey Strategic Wealth's IWS Position: Q3 2025 in Review

Journey Strategic Wealth sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 1,881 shares — an estimated $249K sold.

Journey Strategic Wealth first reported a position in IWS in Q2 2024 and held it in 3 quarters. The position peaked at $392K in Q2 2024. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Journey Strategic Wealth reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Journey Strategic Wealth sold 1,881 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $249K.
Journey Strategic Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and held it in 3 quarters.
Journey Strategic Wealth's iShares Russell Mid-Cap Value ETF position peaked at $392K in Q2 2024.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.