PFG Private Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

PFG Private Wealth Management’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
2025 Q4	–	Sell	-2,571	Closed	-$359K	–	113
2025 Q3	$359K	Buy	+2,571	New	+$351K	0.16%	81
2024 Q4	–	Sell	-16	Closed	-$2.12K	–	247
2024 Q3	$2.12K	Buy	+16	New	+$2.02K	﹤0.01%	203
2023 Q3	–	Sell	-214	Closed	-$23.5K	–	313
2023 Q2	$23.5K	Buy	214 +35	+20%	+$3.69K	0.01%	174
2023 Q1	$19K	Buy	179 +112	+167%	+$12.2K	0.01%	179
2022 Q4	$7K	Hold	67	–	–	﹤0.01%	202
2022 Q3	$6K	Hold	67	–	–	﹤0.01%	206
2022 Q2	$7K	Buy	+67	New	+$7.49K	﹤0.01%	210

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PFG Private Wealth Management's IWS Position: Q4 2025 in Review

PFG Private Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 2,571 shares — an estimated $359K sold.

PFG Private Wealth Management first reported a position in IWS in Q2 2022 and held it in 7 quarters. The position peaked at $359K in Q3 2025. 990 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

PFG Private Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
PFG Private Wealth Management sold 2,571 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $359K.
PFG Private Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and held it in 7 quarters.
PFG Private Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $359K in Q3 2025.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.