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

Perfromance Wealth 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 		$1.54M Sell
10,540
-1,321
-11% -$196K 0.04% 70
2025
Q4 		$1.67M Sell
11,861
-367
-3% -$51.3K 0.05% 62
2025
Q3 		$1.71M Sell
12,228
-100
-0.8% -$13.7K 0.05% 57
2025
Q2 		$1.63M Sell
12,328
-1,394
-10% -$175K 0.05% 55
2025
Q1 		$1.73M Sell
13,722
-2,583
-16% -$336K 0.06% 50
2024
Q4 		$2.11M Sell
16,305
-408
-2% -$54.6K 0.07% 47
2024
Q3 		$2.21M Sell
16,713
-547
-3% -$69.1K 0.08% 44
2024
Q2 		$2.08M Sell
17,260
-785
-4% -$95.4K 0.08% 41
2024
Q1 		$2.26M Sell
18,045
-1,821
-9% -$214K 0.09% 48
2023
Q4 		$2.31M Sell
19,866
-2,596
-12% -$277K 0.1% 53
2023
Q3 		$2.34M Sell
22,462
-140
-0.6% -$15.4K 0.11% 56
2023
Q2 		$2.48M Sell
22,602
-1,294
-5% -$136K 0.11% 57
2023
Q1 		$2.54M Sell
23,896
-684
-3% -$74.6K 0.13% 54
2022
Q4 		$2.59M Sell
24,580
-603
-2% -$63.2K 0.16% 45
2022
Q3 		$2.42M Sell
25,183
-599
-2% -$64K 0.14% 42
2022
Q2 		$2.62M Sell
25,782
-294
-1% -$32.9K 0.15% 43
2022
Q1 		$3.12M Sell
26,076
-1,045
-4% -$123K 0.14% 44
2021
Q4 		$3.32M Buy
+27,121
New +$3.24M 0.13% 49

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

Perfromance Wealth Partners's IWS Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 11% in Q1 2026, selling an estimated $196K and leaving 10,540 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #70.

Perfromance Wealth Partners first reported a position in IWS in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.32M in Q4 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Perfromance Wealth Partners held 10,540 shares of iShares Russell Mid-Cap Value ETF worth $1.54M as of Q1 2026.
  • Perfromance Wealth Partners sold 1,321 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $196K.
  • iShares Russell Mid-Cap Value ETF made up 0.04% of Perfromance Wealth Partners's portfolio in Q1 2026, its #70 holding.
  • Perfromance Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $3.32M in Q4 2021.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.