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Park Square Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Park Square Financial 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
2025
Q4 		– Sell
-101
Closed -$14.1K – 278
2025
Q3 		$14.1K Buy
+101
New +$13.8K 0.06% 132

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Wells Fargo
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TIAA Trust, National Association
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Envestnet Portfolio Solutions
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FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Park Square Financial Group's IWS Position: Q4 2025 in Review

Park Square Financial Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 101 shares — an estimated $14.1K sold.

Park Square Financial Group first reported a position in IWS in Q3 2025 and held it in 1 quarter. The position peaked at $14.1K in Q3 2025. 993 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

  • Park Square Financial Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Park Square Financial Group sold 101 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $14.1K.
  • Park Square Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Park Square Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $14.1K in Q3 2025.
  • 993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Park Square Financial Group's 13F filing for Q4 2025, filed 5 Feb 2026.