Partners in Financial Planning’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Partners in Financial Planning’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	$480K	Buy	2,919 +3	+0.1%	+$473	0.07%	83
2026 Q1	$425K	Buy	2,916 +2	+0.1%	+$297	0.07%	81
2025 Q4	$411K	Buy	2,914 +3	+0.1%	+$419	0.07%	85
2025 Q3	$407K	Buy	2,911 +1	+0%	+$137	0.07%	81
2025 Q2	$385K	Buy	2,910 +1	+0%	+$125	0.07%	84
2025 Q1	$367K	Hold	2,909	–	–	0.07%	78
2024 Q4	$376K	Hold	2,909	–	–	0.08%	76
2024 Q3	$385K	Hold	2,909	–	–	0.08%	75
2024 Q2	$351K	Sell	2,909 -329	-10%	-$40K	0.08%	75
2024 Q1	$406K	Hold	3,238	–	–	0.09%	71
2023 Q4	$377K	Hold	3,238	–	–	0.09%	69
2023 Q3	$338K	Hold	3,238	–	–	0.09%	73
2023 Q2	$356K	Hold	3,238	–	–	0.09%	70
2023 Q1	$344K	Hold	3,238	–	–	0.09%	70
2022 Q4	$340K	Hold	3,238	–	–	0.09%	68
2022 Q3	$351K	Sell	3,238 -204	-6%	-$21.8K	0.1%	63
2022 Q2	$381K	Buy	3,442 +942	+38%	+$105K	0.12%	64
2022 Q1	$292K	Hold	2,500	–	–	0.09%	73
2021 Q4	$294K	Hold	2,500	–	–	0.09%	74
2021 Q3	$283K	Hold	2,500	–	–	0.09%	74
2021 Q2	$287K	Buy	+2,500	New	+$287K	0.09%	71

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 19.28% 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

Partners in Financial Planning's IWS Position: Q2 2026 in Review

Partners in Financial Planning increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.1% in Q2 2026, buying an estimated $473 and bringing the position to 2,919 shares worth $480K. The position accounts for 0.07% of the portfolio, ranked #83.

Partners in Financial Planning first reported a position in IWS in Q2 2021 and has held it in 21 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Partners in Financial Planning held 2,919 shares of iShares Russell Mid-Cap Value ETF worth $480K as of Q2 2026.
Partners in Financial Planning bought 3 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $473.
iShares Russell Mid-Cap Value ETF made up 0.07% of Partners in Financial Planning's portfolio in Q2 2026, its #83 holding.
Partners in Financial Planning first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 21 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.