My Personal CFO LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

My Personal CFO LLC’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 Q4	–	Sell	-1,743	Closed	-$243K	–	139
2025 Q3	$243K	Buy	+1,743	New	+$238K	0.09%	84
2023 Q1	–	Sell	-41	Closed	-$4.32K	–	444
2022 Q4	$4.32K	Buy	+41	New	+$4.3K	﹤0.01%	387

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

My Personal CFO LLC's IWS Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 1,743 shares — an estimated $243K sold.

My Personal CFO LLC first reported a position in IWS in Q4 2022 and held it in 2 quarters. The position peaked at $243K in Q3 2025. 991 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

My Personal CFO LLC reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
My Personal CFO LLC sold 1,743 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $243K.
My Personal CFO LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 2 quarters.
My Personal CFO LLC's iShares Russell Mid-Cap Value ETF position peaked at $243K in Q3 2025.
991 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.