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LifePlan Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

LifePlan Investment Advisors’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 		$298K Sell
2,043
-126
-6% -$18.7K 0.12% 104
2025
Q4 		$306K Buy
2,169
+572
+36% +$80K 0.12% 96
2025
Q3 		$223K Buy
+1,597
New +$218K 0.09% 106

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

LifePlan Investment Advisors's IWS Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 5.8% in Q1 2026, selling an estimated $18.7K and leaving 2,043 shares worth $298K. The position accounts for 0.12% of the portfolio, ranked #104.

LifePlan Investment Advisors first reported a position in IWS in Q3 2025 and has held it in 3 quarters since. The position peaked at $306K in Q4 2025. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • LifePlan Investment Advisors held 2,043 shares of iShares Russell Mid-Cap Value ETF worth $298K as of Q1 2026.
  • LifePlan Investment Advisors sold 126 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $18.7K.
  • iShares Russell Mid-Cap Value ETF made up 0.12% of LifePlan Investment Advisors's portfolio in Q1 2026, its #104 holding.
  • LifePlan Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 3 quarters since.
  • LifePlan Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $306K in Q4 2025.
  • 989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.