ORG Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

ORG Partners’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	$671K	Buy	4,752 +1,189	+33%	+$166K	0.12%	163
2025 Q3	$508K	Buy	3,563 +1,231	+53%	+$168K	0.09%	194
2025 Q2	$313K	Buy	2,332 +64	+3%	+$8.03K	0.07%	240
2025 Q1	$286K	Sell	2,268 -344	-13%	-$44.8K	0.07%	215
2024 Q4	$338K	Buy	2,612 +206	+9%	+$27.6K	0.05%	242
2024 Q3	$319K	Sell	2,406 -17	-0.7%	-$2.15K	0.05%	224
2024 Q2	$290K	Buy	+2,423	New	+$294K	0.04%	334
2024 Q1	–	Sell	-1,947	Closed	-$226K	–	809
2023 Q4	$226K	Buy	1,947 +153	+9%	+$16.3K	0.04%	274
2023 Q3	$187K	Buy	1,794 +860	+92%	+$94.8K	0.06%	290
2023 Q2	$103K	Buy	+934	New	+$98.4K	0.02%	500

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 $71.6B AUM 21.08% 1-Year Est. Return

ORG Partners's IWS Position: Q4 2025 in Review

ORG Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 33% in Q4 2025, buying an estimated $166K and bringing the position to 4,752 shares worth $671K. The position accounts for 0.12% of the portfolio, ranked #163.

ORG Partners first reported a position in IWS in Q2 2023 and has held it in 10 quarters since. 990 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

ORG Partners held 4,752 shares of iShares Russell Mid-Cap Value ETF worth $671K as of Q4 2025.
ORG Partners bought 1,189 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $166K.
iShares Russell Mid-Cap Value ETF made up 0.12% of ORG Partners's portfolio in Q4 2025, its #163 holding.
ORG Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and has held it in 10 quarters since.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.