McCarley & Cook Financial Planners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

McCarley & Cook Financial Planners’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	$276K	Hold	1,714	–	–	0.21%	46
2026 Q2	$282K	Hold	1,714	–	–	0.22%	44
2026 Q1	$250K	Hold	1,714	–	–	0.22%	47
2025 Q4	$242K	Buy	+1,714	New	+$240K	0.22%	46

Other funds holding IWS

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

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

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 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

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

McCarley & Cook Financial Planners's IWS Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 1,714 shares worth $276K. The position accounts for 0.21% of the portfolio, ranked #46.

McCarley & Cook Financial Planners first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. The position peaked at $282K in Q2 2026. 287 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

McCarley & Cook Financial Planners held 1,714 shares of iShares Russell Mid-Cap Value ETF worth $276K as of Q3 2026.
McCarley & Cook Financial Planners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.21% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #46 holding.
McCarley & Cook Financial Planners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's iShares Russell Mid-Cap Value ETF position peaked at $282K in Q2 2026.
287 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.