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 Q3	$3.06K	Hold	19	–	–	﹤0.01%	519
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	$2.3K	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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

PFS Partners's IWS Position: Q3 2026 in Review

PFS Partners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 19 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

PFS Partners first reported a position in IWS in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.13K in Q2 2026. 253 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

PFS Partners held 19 shares of iShares Russell Mid-Cap Value ETF worth $3.06K as of Q3 2026.
PFS Partners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of PFS Partners's portfolio in Q3 2026, its #519 holding.
PFS Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 20 quarters since.
PFS Partners's iShares Russell Mid-Cap Value ETF position peaked at $3.13K in Q2 2026.
253 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.