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

Modern 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
2026 Q1	$302K	Buy	2,060 +18	+0.9%	+$2.67K	0.01%	711
2025 Q4	$288K	Buy	2,042 +16	+0.8%	+$2.24K	0.01%	694
2025 Q3	$283K	Sell	2,026 -537	-21%	-$73.4K	0.01%	665
2025 Q2	$339K	Buy	2,563 +527	+26%	+$66.1K	0.01%	581
2025 Q1	$256K	Sell	2,036 -5	-0.2%	-$651	0.01%	577
2024 Q4	$264K	Buy	+2,041	New	+$273K	0.01%	489

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 $18.1B AUM 15% 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

Modern Wealth Management's IWS Position: Q1 2026 in Review

Modern Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.88% in Q1 2026, buying an estimated $2.67K and bringing the position to 2,060 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #711.

Modern Wealth Management first reported a position in IWS in Q4 2024 and has held it in 6 quarters since. The position peaked at $339K in Q2 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Modern Wealth Management held 2,060 shares of iShares Russell Mid-Cap Value ETF worth $302K as of Q1 2026.
Modern Wealth Management bought 18 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $2.67K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #711 holding.
Modern Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Modern Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $339K in Q2 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.