Madden Advisory Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Madden Advisory Services’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	$227K	Buy	1,559 +51	+3%	+$7.57K	0.09%	107
2025 Q4	$213K	Hold	1,508	–	–	0.09%	105
2025 Q3	$211K	Buy	+1,508	New	+$206K	0.08%	106
2017 Q2	–	Sell	-706	Closed	-$58K	–	164
2017 Q1	$58K	Buy	+706	New	+$58.3K	0.04%	118
2015 Q4	–	Sell	-835	Closed	-$56K	–	184
2015 Q3	$56K	Hold	835	–	–	0.04%	123
2015 Q2	$61K	Buy	+835	New	+$62.9K	0.04%	121
2015 Q1	–	Sell	-835	Closed	-$62K	–	181
2014 Q4	$62K	Hold	835	–	–	0.04%	130
2014 Q3	$58K	Hold	835	–	–	0.03%	150
2014 Q2	$61K	Hold	835	–	–	0.03%	148
2014 Q1	$57K	Hold	835	–	–	0.03%	139
2013 Q4	$55K	Hold	835	–	–	0.04%	124
2013 Q3	$51K	Hold	835	–	–	0.04%	112
2013 Q2	$48K	Buy	+835	New	+$48.4K	0.04%	115

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

Madden Advisory Services's IWS Position: Q1 2026 in Review

Madden Advisory Services increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.4% in Q1 2026, buying an estimated $7.57K and bringing the position to 1,559 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #107.

Madden Advisory Services first reported a position in IWS in Q2 2013 and has held it in 13 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Madden Advisory Services held 1,559 shares of iShares Russell Mid-Cap Value ETF worth $227K as of Q1 2026.
Madden Advisory Services bought 51 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $7.57K.
iShares Russell Mid-Cap Value ETF made up 0.09% of Madden Advisory Services's portfolio in Q1 2026, its #107 holding.
Madden Advisory Services first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 13 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Madden Advisory Services's 13F filing for Q1 2026, filed 11 May 2026.