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Laurel Oak Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Laurel Oak Wealth Management’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 		$2.07M Sell
14,178
-712
-5% -$106K 0.35% 57
2025
Q4 		$2.1M Buy
+14,890
New +$2.08M 0.35% 53

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

Laurel Oak Wealth Management's IWS Position: Q1 2026 in Review

Laurel Oak Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.8% in Q1 2026, selling an estimated $106K and leaving 14,178 shares worth $2.07M. The position accounts for 0.35% of the portfolio, ranked #57.

Laurel Oak Wealth Management first reported a position in IWS in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.1M in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Laurel Oak Wealth Management held 14,178 shares of iShares Russell Mid-Cap Value ETF worth $2.07M as of Q1 2026.
  • Laurel Oak Wealth Management sold 712 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $106K.
  • iShares Russell Mid-Cap Value ETF made up 0.35% of Laurel Oak Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Laurel Oak Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Laurel Oak Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $2.1M in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.