Paladin Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Paladin Advisory Group’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
2023 Q1	–	Sell	-304	Closed	-$32K	–	381
2022 Q4	$32K	Sell	304 -25	-8%	-$2.62K	0.03%	176
2022 Q3	$31K	Sell	329 -94	-22%	-$10K	0.03%	183
2022 Q2	$42K	Buy	+423	New	+$47.3K	0.04%	174
2022 Q1	–	Sell	-501	Closed	-$61K	–	396
2021 Q4	$61K	Buy	+501	New	+$59.8K	0.05%	165

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 $20.9B AUM 19.34% 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

Paladin Advisory Group's IWS Position: Q1 2026 in Review

Paladin Advisory Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 8% in Q1 2026, buying an estimated $12.6K and bringing the position to 1,152 shares worth $168K. The position accounts for 0.13% of the portfolio, ranked #93.

Paladin Advisory Group first reported a position in IWS in Q1 2022 and has held it in 6 quarters since. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Paladin Advisory Group held 1,152 shares of iShares Russell Mid-Cap Value ETF worth $168K as of Q1 2026.
Paladin Advisory Group bought 85 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $12.6K.
iShares Russell Mid-Cap Value ETF made up 0.13% of Paladin Advisory Group's portfolio in Q1 2026, its #93 holding.
Paladin Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 6 quarters since.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.