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

Larson 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 Q3	$6.76K	Hold	42	–	–	﹤0.01%	2718
2026 Q2	$6.9K	Hold	42	–	–	﹤0.01%	2619
2026 Q1	$6.09K	Sell	42 -1	-2%	-$148	﹤0.01%	2497
2025 Q4	$6.02K	Sell	43 -20	-32%	-$2.8K	﹤0.01%	2381
2025 Q3	$8.86K	Sell	63 -208	-77%	-$28.4K	﹤0.01%	2079
2025 Q2	$35.7K	Sell	271 -2	-0.7%	-$251	﹤0.01%	1213
2025 Q1	$34.3K	Buy	273 +1	+0.4%	+$130	﹤0.01%	1164
2024 Q4	$35.2K	Buy	272 +1	+0.4%	+$134	﹤0.01%	1011
2024 Q3	$35.8K	Buy	271 +1	+0.4%	+$126	﹤0.01%	1011
2024 Q2	$32.6K	Buy	270 +18	+7%	+$2.19K	﹤0.01%	915
2024 Q1	$31.6K	Buy	252 +2	+0.8%	+$236	﹤0.01%	791
2023 Q4	$29K	Buy	250 +3	+1%	+$320	﹤0.01%	762
2023 Q3	$25.8K	Buy	247 +1	+0.4%	+$110	﹤0.01%	757
2023 Q2	$27.1K	Sell	246 -10	-4%	-$1.05K	﹤0.01%	665
2023 Q1	$27.2K	Buy	256 +1	+0.4%	+$109	﹤0.01%	669
2022 Q4	$26.9K	Buy	255 +1	+0.4%	+$105	﹤0.01%	633
2022 Q3	$24K	Buy	254 +2	+0.8%	+$214	﹤0.01%	594
2022 Q2	$26K	Buy	252 +1	+0.4%	+$112	﹤0.01%	496
2022 Q1	$30K	Buy	251 +1	+0.4%	+$118	﹤0.01%	455
2021 Q4	$31K	Buy	250 +3	+1%	+$358	﹤0.01%	467
2021 Q3	$28K	Buy	247 +2	+0.8%	+$232	0.01%	403
2021 Q2	$28K	Hold	245	–	–	0.01%	379
2021 Q1	$27K	Buy	245 +195	+390%	+$20.3K	0.01%	363
2020 Q4	$5K	Hold	50	–	–	﹤0.01%	569
2020 Q3	$4K	Hold	50	–	–	﹤0.01%	551
2020 Q2	$4K	Buy	50 +1	+2%	+$73	﹤0.01%	508
2020 Q1	$3K	Hold	49	–	–	﹤0.01%	409
2019 Q4	$5K	Buy	49 +10	+26%	+$914	﹤0.01%	369
2019 Q3	$3K	Hold	39	–	–	﹤0.01%	406
2019 Q2	$3K	Buy	39 +1	+3%	+$88	﹤0.01%	358
2019 Q1	$3K	Sell	38 -60	-61%	-$5.06K	﹤0.01%	350
2018 Q4	$7K	Buy	+98	New	+$8.2K	0.01%	245

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Larson Financial Group's IWS Position: Q3 2026 in Review

Larson Financial Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 42 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Larson Financial Group first reported a position in IWS in Q4 2018 and has held it in 32 quarters since. The position peaked at $35.8K in Q3 2024. 635 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Larson Financial Group held 42 shares of iShares Russell Mid-Cap Value ETF worth $6.76K as of Q3 2026.
Larson Financial Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2718 holding.
Larson Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 32 quarters since.
Larson Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $35.8K in Q3 2024.
635 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.