PWS
IWS icon

Peloton Wealth Strategists’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Peloton Wealth Strategists’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 		$2.03M Buy
13,931
+231
+2% +$34.3K 0.82% 49
2025
Q4 		$1.93M Buy
13,700
+327
+2% +$45.7K 0.75% 49
2025
Q3 		$1.87M Sell
13,373
-705
-5% -$96.4K 0.73% 52
2025
Q2 		$1.86M Buy
14,078
+172
+1% +$21.6K 0.75% 50
2025
Q1 		$1.75M Buy
13,906
+314
+2% +$40.9K 0.73% 50
2024
Q4 		$1.76M Buy
13,592
+123
+0.9% +$16.5K 0.71% 50
2024
Q3 		$1.78M Buy
13,469
+300
+2% +$37.9K 0.71% 50
2024
Q2 		$1.59M Sell
13,169
-245
-2% -$29.8K 0.65% 51
2024
Q1 		$1.68M Buy
13,414
+913
+7% +$108K 0.68% 51
2023
Q4 		$1.45M Buy
+12,501
New +$1.33M 0.63% 55
2021
Q4 		– Sell
-13,936
Closed -$1.58M – 91
2021
Q3 		$1.58M Buy
13,936
+4
+0% +$463 0.65% 56
2021
Q2 		$1.6M Buy
13,932
+218
+2% +$25K 0.66% 54
2021
Q1 		$1.5M Buy
13,714
+1,221
+10% +$127K 0.7% 49
2020
Q4 		$1.21M Buy
+12,493
New +$1.13M 0.6% 51
2019
Q4 		– Sell
-17,686
Closed -$1.59M – 79
2019
Q3 		$1.59M Buy
17,686
+90
+0.5% +$7.97K 1.01% 39
2019
Q2 		$1.57M Buy
17,596
+658
+4% +$57.8K 1.05% 41
2019
Q1 		$1.47M Buy
+16,938
New +$1.43M 1.02% 43

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 $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
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

Peloton Wealth Strategists's IWS Position: Q1 2026 in Review

Peloton Wealth Strategists increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.7% in Q1 2026, buying an estimated $34.3K and bringing the position to 13,931 shares worth $2.03M. The position accounts for 0.82% of the portfolio, ranked #49.

Peloton Wealth Strategists first reported a position in IWS in Q1 2019 and has held it in 17 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Peloton Wealth Strategists held 13,931 shares of iShares Russell Mid-Cap Value ETF worth $2.03M as of Q1 2026.
  • Peloton Wealth Strategists bought 231 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $34.3K.
  • iShares Russell Mid-Cap Value ETF made up 0.82% of Peloton Wealth Strategists's portfolio in Q1 2026, its #49 holding.
  • Peloton Wealth Strategists first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and has held it in 17 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.