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Kerr Financial Planning’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Kerr Financial Planning’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 		$8.39K Hold
51
– – 0.01% 390
2026
Q1 		$7.88K Hold
51
– – 0.01% 386
2025
Q4 		$7.58K Hold
51
– – 0.01% 386
2025
Q3 		$7.01K Buy
+51
New +$6.97K 0.01% 392

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

Kerr Financial Planning's IWS Position: Q2 2026 in Review

Kerr Financial Planning held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 51 shares worth $8.39K. The position accounts for 0.01% of the portfolio, ranked #390.

Kerr Financial Planning first reported a position in IWS in Q3 2025 and has held it in 4 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Kerr Financial Planning held 51 shares of iShares Russell Mid-Cap Value ETF worth $8.39K as of Q2 2026.
  • Kerr Financial Planning left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #390 holding.
  • Kerr Financial Planning first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.