KFG
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Kingdom Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Kingdom Financial Group’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 		$14.4M Buy
98,615
+3,519
+4% +$522K 4.11% 6
2025
Q4 		$13.4M Buy
95,096
+56,699
+148% +$7.93M 4.14% 7
2025
Q3 		$5.36M Buy
38,397
+7,629
+25% +$1.04M 3.28% 7
2025
Q2 		$4.07M Sell
30,768
-12,647
-29% -$1.59M 3.55% 7
2025
Q1 		$5.47M Sell
43,415
-1,910
-4% -$249K 4.01% 12
2024
Q4 		$5.86M Sell
45,325
-1,797
-4% -$241K 4.01% 12
2024
Q3 		$6.23M Buy
47,122
+20
+0% +$2.53K 4.66% 10
2024
Q2 		$5.69M Buy
47,102
+2,464
+6% +$299K 3.85% 11
2024
Q1 		$5.59M Buy
44,638
+12,464
+39% +$1.47M 3.93% 12
2023
Q4 		$3.74M Sell
32,174
-2,027
-6% -$216K 3.26% 9
2023
Q3 		$3.57M Buy
34,201
+1,417
+4% +$156K 3.36% 10
2023
Q2 		$3.6M Buy
+32,784
New +$3.45M 3.53% 10

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Kingdom Financial Group's IWS Position: Q1 2026 in Review

Kingdom Financial Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.7% in Q1 2026, buying an estimated $522K and bringing the position to 98,615 shares worth $14.4M. The position accounts for 4.11% of the portfolio, ranked #6.

Kingdom Financial Group first reported a position in IWS in Q2 2023 and has held it in 12 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Kingdom Financial Group held 98,615 shares of iShares Russell Mid-Cap Value ETF worth $14.4M as of Q1 2026.
  • Kingdom Financial Group bought 3,519 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $522K.
  • iShares Russell Mid-Cap Value ETF made up 4.11% of Kingdom Financial Group's portfolio in Q1 2026, its #6 holding.
  • Kingdom Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.