Personal CFO Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Personal CFO Solutions’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 Q2	$216K	Buy	+1,311	New	+$207K	0.03%	501
2024 Q3	–	Sell	-2,977	Closed	-$359K	–	580
2024 Q2	$359K	Buy	+2,977	New	+$362K	0.06%	329
2024 Q1	–	Sell	-2,811	Closed	-$327K	–	561
2023 Q4	$327K	Buy	+2,811	New	+$299K	0.06%	349
2020 Q2	–	Sell	-7,103	Closed	-$455K	–	339
2020 Q1	$455K	Buy	+7,103	New	+$607K	0.16%	132

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Personal CFO Solutions's IWS Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 1,311 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #501 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in IWS as recently as Q2 2024.

Personal CFO Solutions first reported a position in IWS in Q1 2020 and has held it in 4 quarters since. The position peaked at $455K in Q1 2020. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Personal CFO Solutions held 1,311 shares of iShares Russell Mid-Cap Value ETF worth $216K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Personal CFO Solutions position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #501 holding.
Personal CFO Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 4 quarters since.
Personal CFO Solutions's iShares Russell Mid-Cap Value ETF position peaked at $455K in Q1 2020.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.