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

Peachtree Investment 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	$28.3K	Hold	194	–	–	0.01%	109
2025 Q4	$27.3K	Buy	194 +1	+0.5%	+$140	0.01%	108
2025 Q3	$26.9K	Buy	193 +1	+0.5%	+$137	0.01%	109
2025 Q2	$25.4K	Buy	192 +1	+0.5%	+$125	0.01%	107
2025 Q1	$24.1K	Buy	+191	New	+$24.9K	0.01%	103
2022 Q1	–	Sell	-50	Closed	-$6K	–	105
2021 Q4	$6K	Buy	+50	New	+$5.97K	﹤0.01%	103

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 $18.1B AUM 15% 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

Peachtree Investment Partners's IWS Position: Q1 2026 in Review

Peachtree Investment Partners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 194 shares worth $28.3K. The position accounts for 0.01% of the portfolio, ranked #109.

Peachtree Investment Partners first reported a position in IWS in Q4 2021 and has held it in 6 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Peachtree Investment Partners held 194 shares of iShares Russell Mid-Cap Value ETF worth $28.3K as of Q1 2026.
Peachtree Investment Partners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #109 holding.
Peachtree Investment Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 6 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.