Main Street Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Main Street Group’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 Q3	$804	Hold	5	–	–	﹤0.01%	795
2026 Q2	$823	Hold	5	–	–	﹤0.01%	766
2026 Q1	$729	Buy	+5	New	+$742	﹤0.01%	777
2025 Q4	–	Sell	-4	Closed	-$559	–	353
2025 Q3	$559	Hold	4	–	–	﹤0.01%	738
2025 Q2	$529	Hold	4	–	–	﹤0.01%	706
2025 Q1	$504	Hold	4	–	–	﹤0.01%	725
2024 Q4	$518	Hold	4	–	–	﹤0.01%	709
2024 Q3	$529	Hold	4	–	–	﹤0.01%	713
2024 Q2	$478	Hold	4	–	–	﹤0.01%	798
2024 Q1	$498	Hold	4	–	–	﹤0.01%	836
2023 Q4	$465	Buy	+4	New	+$426	﹤0.01%	1212

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Main Street Group's IWS Position: Q3 2026 in Review

Main Street Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 5 shares worth $804. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Main Street Group first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $823 in Q2 2026. 450 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Main Street Group held 5 shares of iShares Russell Mid-Cap Value ETF worth $804 as of Q3 2026.
Main Street Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Main Street Group's portfolio in Q3 2026, its #795 holding.
Main Street Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Main Street Group's iShares Russell Mid-Cap Value ETF position peaked at $823 in Q2 2026.
450 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.