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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Partners in Financial Planning's IWS Position: Q1 2026 in Review

Partners in Financial Planning increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.07% in Q1 2026, buying an estimated $297 and bringing the position to 2,916 shares worth $425K. The position accounts for 0.07% of the portfolio, ranked #81.

Partners in Financial Planning first reported a position in IWS in Q2 2021 and has held it in 20 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Partners in Financial Planning held 2,916 shares of iShares Russell Mid-Cap Value ETF worth $425K as of Q1 2026.
  • Partners in Financial Planning bought 2 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $297.
  • iShares Russell Mid-Cap Value ETF made up 0.07% of Partners in Financial Planning's portfolio in Q1 2026, its #81 holding.
  • Partners in Financial Planning first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.