Pine Grove Financial Group
IWS icon

Pine Grove Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Pine Grove Financial Group’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 		$202K Hold
1,258
– – 0.02% 222
2026
Q2 		$207K Buy
+1,258
New +$199K 0.02% 210

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Zions Bancorporation, National Association
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Vantagepoint Investment Advisers
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Stephens Group Asset Management
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Money Concepts Capital
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Pine Grove Financial Group's IWS Position: Q3 2026 in Review

Pine Grove Financial Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 1,258 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #222.

Pine Grove Financial Group first reported a position in IWS in Q2 2026 and has held it in 2 quarters since. The position peaked at $207K in Q2 2026. 635 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Pine Grove Financial Group held 1,258 shares of iShares Russell Mid-Cap Value ETF worth $202K as of Q3 2026.
  • Pine Grove Financial Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Pine Grove Financial Group's portfolio in Q3 2026, its #222 holding.
  • Pine Grove Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Pine Grove Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $207K in Q2 2026.
  • 635 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.