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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
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 		$8.87K 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

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 $20.9B AUM 19.34% 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

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

Larson Financial Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.3% in Q1 2026, selling an estimated $148 and leaving 42 shares worth $6.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Larson Financial Group first reported a position in IWS in Q4 2018 and has held it in 30 quarters since. The position peaked at $35.8K in Q3 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Larson Financial Group held 42 shares of iShares Russell Mid-Cap Value ETF worth $6.09K as of Q1 2026.
  • Larson Financial Group sold 1 iShares Russell Mid-Cap Value ETF share in Q1 2026, an estimated $148.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2497 holding.
  • Larson Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $35.8K in Q3 2024.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.