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

Mascoma 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 Q2	–	Sell	-48	Closed	-$6.05K	–	482
2025 Q1	$6.05K	Sell	48 -261	-84%	-$34K	﹤0.01%	381
2024 Q4	$40K	Buy	+309	New	+$41.4K	0.01%	216
2024 Q1	–	Sell	-50	Closed	-$5.82K	–	463
2023 Q4	$5.82K	Hold	50	–	–	﹤0.01%	376
2023 Q3	$5.22K	Hold	50	–	–	﹤0.01%	390
2023 Q2	$5.63K	Hold	50	–	–	﹤0.01%	380
2023 Q1	$5.31K	Hold	50	–	–	﹤0.01%	474
2022 Q4	$5.27K	Hold	50	–	–	﹤0.01%	484
2022 Q3	$5K	Hold	50	–	–	﹤0.01%	478
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	500
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	489
2021 Q4	$6K	Hold	50	–	–	﹤0.01%	444
2021 Q3	$6K	Buy	+50	New	+$5.79K	﹤0.01%	373
2021 Q2	–	Sell	-50	Closed	-$5K	–	283
2021 Q1	$5K	Buy	+50	New	+$5.21K	﹤0.01%	386
2019 Q3	–	Sell	-50	Closed	-$4K	–	219
2019 Q2	$4K	Hold	50	–	–	﹤0.01%	309
2019 Q1	$4K	Hold	50	–	–	﹤0.01%	315
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	308
2018 Q3	$5K	Hold	50	–	–	﹤0.01%	324
2018 Q2	$4K	Hold	50	–	–	﹤0.01%	329
2018 Q1	$4K	Hold	50	–	–	﹤0.01%	321
2017 Q4	$4K	Hold	50	–	–	﹤0.01%	316
2017 Q3	$4K	Hold	50	–	–	﹤0.01%	334
2017 Q2	$4K	Hold	50	–	–	﹤0.01%	337
2017 Q1	$4K	Hold	50	–	–	﹤0.01%	310
2016 Q4	$4K	Buy	+50	New	+$3.9K	﹤0.01%	311

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Mascoma Wealth Management's IWS Position: Q2 2025 in Review

Mascoma Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2025, closing a stake of 48 shares — an estimated $6.05K sold.

Mascoma Wealth Management first reported a position in IWS in Q4 2016 and held it in 24 quarters. The position peaked at $40K in Q4 2024. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

Mascoma Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Mascoma Wealth Management sold 48 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $6.05K.
Mascoma Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and held it in 24 quarters.
Mascoma Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $40K in Q4 2024.
919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.