Parkshore Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Parkshore Wealth Management’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	$639K	Sell	3,975 -30	-0.7%	-$5.03K	0.16%	38
2026 Q2	$659K	Sell	4,005 -1,276	-24%	-$201K	0.19%	37
2026 Q1	$770K	Sell	5,281 -408	-7%	-$60.6K	0.26%	32
2025 Q4	$802K	Buy	5,689 +24	+0.4%	+$3.36K	0.3%	33
2025 Q3	$791K	Buy	5,665 +2	+0%	+$273	0.32%	33
2025 Q2	$748K	Sell	5,663 -881	-13%	-$110K	0.37%	36
2025 Q1	$824K	Buy	6,544 +1	+0%	+$130	0.48%	28
2024 Q4	$846K	Buy	+6,543	New	+$876K	0.51%	32

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Parkshore Wealth Management's IWS Position: Q3 2026 in Review

Parkshore Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.75% in Q3 2026, selling an estimated $5.03K and leaving 3,975 shares worth $639K. The position accounts for 0.16% of the portfolio, ranked #38.

Parkshore Wealth Management first reported a position in IWS in Q4 2024 and has held it in 8 quarters since. The position peaked at $846K in Q4 2024. 630 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Parkshore Wealth Management held 3,975 shares of iShares Russell Mid-Cap Value ETF worth $639K as of Q3 2026.
Parkshore Wealth Management sold 30 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $5.03K.
iShares Russell Mid-Cap Value ETF made up 0.16% of Parkshore Wealth Management's portfolio in Q3 2026, its #38 holding.
Parkshore Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Parkshore Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $846K in Q4 2024.
630 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Parkshore Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.