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 $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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 $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Paladin Advisory Group's IWS Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.6% in Q2 2026, selling an estimated $6.47K and leaving 1,111 shares worth $183K. The position accounts for 0.12% of the portfolio, ranked #90.

Paladin Advisory Group first reported a position in IWS in Q1 2022 and has held it in 7 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Paladin Advisory Group held 1,111 shares of iShares Russell Mid-Cap Value ETF worth $183K as of Q2 2026.
Paladin Advisory Group sold 41 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $6.47K.
iShares Russell Mid-Cap Value ETF made up 0.12% of Paladin Advisory Group's portfolio in Q2 2026, its #90 holding.
Paladin Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 7 quarters since.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.