Liberty Square Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Liberty Square Wealth Partners’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	$388K	Hold	2,662	–	–	0.11%	87
2025 Q4	$375K	Hold	2,662	–	–	0.11%	93
2025 Q3	$372K	Hold	2,662	–	–	0.11%	101
2025 Q2	$352K	Sell	2,662 -779	-23%	-$97.7K	0.12%	102
2025 Q1	$433K	Hold	3,441	–	–	0.17%	84
2024 Q4	$457K	Buy	+3,441	New	+$461K	0.17%	83

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Liberty Square Wealth Partners's IWS Position: Q1 2026 in Review

Liberty Square Wealth Partners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 2,662 shares worth $388K. The position accounts for 0.11% of the portfolio, ranked #87.

Liberty Square Wealth Partners first reported a position in IWS in Q4 2024 and has held it in 6 quarters since. The position peaked at $457K in Q4 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Liberty Square Wealth Partners held 2,662 shares of iShares Russell Mid-Cap Value ETF worth $388K as of Q1 2026.
Liberty Square Wealth Partners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.11% of Liberty Square Wealth Partners's portfolio in Q1 2026, its #87 holding.
Liberty Square Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Liberty Square Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $457K in Q4 2024.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.