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

Parkworth 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
2025 Q2	$193K	Buy	1,463 +5	+0.3%	+$627	0.14%	59
2025 Q1	$184K	Buy	1,458 +6	+0.4%	+$781	0.15%	59
2024 Q4	$188K	Buy	+1,452	New	+$194K	0.16%	52

Other funds holding IWS

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Parkworth Wealth Management's IWS Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.34% in Q2 2025, buying an estimated $627 and bringing the position to 1,463 shares worth $193K. The position accounts for 0.14% of the portfolio, ranked #59.

Parkworth Wealth Management first reported a position in IWS in Q4 2024 and has held it in 3 quarters since. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

Parkworth Wealth Management held 1,463 shares of iShares Russell Mid-Cap Value ETF worth $193K as of Q2 2025.
Parkworth Wealth Management bought 5 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $627.
iShares Russell Mid-Cap Value ETF made up 0.14% of Parkworth Wealth Management's portfolio in Q2 2025, its #59 holding.
Parkworth Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.