Litman Gregory Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Litman Gregory 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
2025 Q4	$55.3K	Buy	+392	New	+$54.8K	﹤0.01%	227
2021 Q2	–	Sell	-416	Closed	-$45K	–	129
2021 Q1	$45K	Hold	416	–	–	0.01%	103
2020 Q4	$40K	Hold	416	–	–	0.01%	105
2020 Q3	$34K	Hold	416	–	–	0.01%	106
2020 Q2	$32K	Hold	416	–	–	0.01%	104
2020 Q1	$27K	Hold	416	–	–	0.01%	99
2019 Q4	$39K	Hold	416	–	–	0.01%	103
2019 Q3	$37K	Hold	416	–	–	0.01%	84
2019 Q2	$37K	Hold	416	–	–	0.01%	103
2019 Q1	$36K	Hold	416	–	–	0.01%	76
2018 Q4	$32K	Hold	416	–	–	0.01%	82
2018 Q3	$38K	Buy	+416	New	+$37.7K	0.01%	62

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Litman Gregory Wealth Management's IWS Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025: 392 shares worth $55.3K. The stake represents ﹤0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in IWS as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in IWS in Q3 2018 and has held it in 12 quarters since. 992 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Litman Gregory Wealth Management held 392 shares of iShares Russell Mid-Cap Value ETF worth $55.3K as of Q4 2025.
iShares Russell Mid-Cap Value ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #227 holding.
Litman Gregory Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2018 and has held it in 12 quarters since.
992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.