Parcion Private Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Parcion Private Wealth’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 Q2	$591K	Hold	3,589	–	–	0.03%	235
2026 Q1	$523K	Hold	3,589	–	–	0.03%	223
2025 Q4	$506K	Sell	3,589 -1,460	-29%	-$204K	0.03%	227
2025 Q3	$705K	Hold	5,049	–	–	0.04%	164
2025 Q2	$667K	Buy	+5,049	New	+$633K	0.05%	152

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

Parcion Private Wealth's IWS Position: Q2 2026 in Review

Parcion Private Wealth held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 3,589 shares worth $591K. The position accounts for 0.03% of the portfolio, ranked #235.

Parcion Private Wealth first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. The position peaked at $705K in Q3 2025. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Parcion Private Wealth held 3,589 shares of iShares Russell Mid-Cap Value ETF worth $591K as of Q2 2026.
Parcion Private Wealth left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #235 holding.
Parcion Private Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Parcion Private Wealth's iShares Russell Mid-Cap Value ETF position peaked at $705K in Q3 2025.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.