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

Paladin 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
2026
Q3 		$648K Hold
4,030
– – 0.4% 31
2026
Q2 		$663K Hold
4,030
– – 0.44% 28
2026
Q1 		$587K Buy
4,030
+670
+20% +$99.4K 0.42% 30
2025
Q4 		$474K Buy
+3,360
New +$470K 0.35% 31

Other funds holding IWS

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
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
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Paladin Partners's IWS Position: Q3 2026 in Review

Paladin Partners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 4,030 shares worth $648K. The position accounts for 0.4% of the portfolio, ranked #31.

Paladin Partners first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. The position peaked at $663K in Q2 2026. 58 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Paladin Partners held 4,030 shares of iShares Russell Mid-Cap Value ETF worth $648K as of Q3 2026.
  • Paladin Partners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.4% of Paladin Partners's portfolio in Q3 2026, its #31 holding.
  • Paladin Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Paladin Partners's iShares Russell Mid-Cap Value ETF position peaked at $663K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.