&Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

&Partners’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	$9.65M	Sell	65,763 -13,394	-17%	-$1.99M	0.05%	338
2025 Q4	$11.2M	Buy	79,157 +33,227	+72%	+$4.65M	0.06%	283
2025 Q3	$6.46M	Buy	45,930 +5,404	+13%	+$739K	0.04%	359
2025 Q2	$5.36M	Buy	40,526 +2,444	+6%	+$307K	0.04%	356
2025 Q1	$4.74M	Sell	38,082 -5,729	-13%	-$746K	0.05%	305
2024 Q4	$5.68M	Buy	43,811 +31,937	+269%	+$4.27M	0.07%	255
2024 Q3	$1.57M	Buy	11,874 +4,806	+68%	+$607K	0.03%	420
2024 Q2	$853K	Buy	7,068 +3,482	+97%	+$423K	0.04%	393
2024 Q1	$449K	Buy	+3,586	New	+$422K	0.06%	285

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

&Partners's IWS Position: Q1 2026 in Review

&Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 17% in Q1 2026, selling an estimated $1.99M and leaving 65,763 shares worth $9.65M. The position accounts for 0.05% of the portfolio, ranked #338.

&Partners first reported a position in IWS in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.2M in Q4 2025. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

&Partners held 65,763 shares of iShares Russell Mid-Cap Value ETF worth $9.65M as of Q1 2026.
&Partners sold 13,394 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.99M.
iShares Russell Mid-Cap Value ETF made up 0.05% of &Partners's portfolio in Q1 2026, its #338 holding.
&Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
&Partners's iShares Russell Mid-Cap Value ETF position peaked at $11.2M in Q4 2025.
989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.