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 Q1	$770K	Sell	5,281 -408	-7%	-$60.6K	0.26%	32
2025 Q4	$802K	Buy	5,689 +24	+0.4%	+$3.35K	0.3%	33
2025 Q3	$791K	Buy	5,665 +2	+0%	+$273	0.32%	33
2025 Q2	$748K	Sell	5,663 -881	-13%	-$111K	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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Parkshore Wealth Management's IWS Position: Q1 2026 in Review

Parkshore Wealth Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 7.2% in Q1 2026, selling an estimated $60.6K and leaving 5,281 shares worth $770K. The position accounts for 0.26% of the portfolio, ranked #32.

Parkshore Wealth Management first reported a position in IWS in Q4 2024 and has held it in 6 quarters since. The position peaked at $846K in Q4 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Parkshore Wealth Management held 5,281 shares of iShares Russell Mid-Cap Value ETF worth $770K as of Q1 2026.
Parkshore Wealth Management sold 408 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $60.6K.
iShares Russell Mid-Cap Value ETF made up 0.26% of Parkshore Wealth Management's portfolio in Q1 2026, its #32 holding.
Parkshore Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
Parkshore Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $846K in Q4 2024.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.