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

MorganRosel 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
Q3 		– Sell
-51
Closed -$6.74K – 232
2025
Q2 		$6.74K Hold
51
– – ﹤0.01% 269
2025
Q1 		$6.42K Buy
+51
New +$6.64K ﹤0.01% 263

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MorganRosel Wealth Management's IWS Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 51 shares — an estimated $6.74K sold.

MorganRosel Wealth Management first reported a position in IWS in Q1 2025 and held it in 2 quarters. The position peaked at $6.74K in Q2 2025. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 51 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $6.74K.
  • MorganRosel Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $6.74K in Q2 2025.
  • 933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.