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

PFS 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 Q2	$3.13K	Hold	19	–	–	﹤0.01%	504
2026 Q1	$2.77K	Hold	19	–	–	﹤0.01%	491
2025 Q4	$2.68K	Hold	19	–	–	﹤0.01%	496
2025 Q3	$2.65K	Hold	19	–	–	﹤0.01%	488
2025 Q2	$2.51K	Hold	19	–	–	﹤0.01%	452
2025 Q1	$2.39K	Hold	19	–	–	﹤0.01%	387
2024 Q4	$2.46K	Hold	19	–	–	﹤0.01%	391
2024 Q3	$2.51K	Hold	19	–	–	﹤0.01%	393
2024 Q2	$2.29K	Hold	19	–	–	﹤0.01%	385
2024 Q1	$2.38K	Hold	19	–	–	﹤0.01%	408
2023 Q4	$2.21K	Hold	19	–	–	﹤0.01%	405
2023 Q3	$1.98K	Hold	19	–	–	﹤0.01%	403
2023 Q2	$2.09K	Hold	19	–	–	﹤0.01%	417
2023 Q1	$2.02K	Hold	19	–	–	﹤0.01%	329
2022 Q4	$2K	Hold	19	–	–	﹤0.01%	321
2022 Q3	$1.82K	Hold	19	–	–	﹤0.01%	315
2022 Q2	$1.93K	Hold	19	–	–	﹤0.01%	303
2022 Q1	$2.27K	Hold	19	–	–	﹤0.01%	305
2021 Q4	$2.33K	Buy	+19	New	+$2.27K	﹤0.01%	301

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

PFS Partners's IWS Position: Q2 2026 in Review

PFS Partners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 19 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

PFS Partners first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

PFS Partners held 19 shares of iShares Russell Mid-Cap Value ETF worth $3.13K as of Q2 2026.
PFS Partners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #504 holding.
PFS Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.