Pineridge Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Pineridge Advisors’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 Q3	$184K	Buy	1,314 +82	+7%	+$11.2K	0.05%	53
2025 Q2	$163K	Buy	1,232 +193	+19%	+$24.2K	0.06%	54
2025 Q1	$131K	Sell	1,039 -5	-0.5%	-$651	0.05%	61
2024 Q4	$135K	Sell	1,044 -155	-13%	-$20.7K	0.05%	75
2024 Q3	$159K	Sell	1,199 -52	-4%	-$6.57K	0.06%	71
2024 Q2	$151K	Sell	1,251 -55	-4%	-$6.68K	0.05%	75
2024 Q1	$164K	Sell	1,306 -1,306	-50%	-$154K	0.06%	65
2023 Q4	$304K	Buy	+2,612	New	+$278K	0.1%	51

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $18.1B AUM 15% 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

Pineridge Advisors's IWS Position: Q3 2025 in Review

Pineridge Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.7% in Q3 2025, buying an estimated $11.2K and bringing the position to 1,314 shares worth $184K. The position accounts for 0.05% of the portfolio, ranked #53.

Pineridge Advisors first reported a position in IWS in Q4 2023 and has held it in 8 quarters since. The position peaked at $304K in Q4 2023. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Pineridge Advisors held 1,314 shares of iShares Russell Mid-Cap Value ETF worth $184K as of Q3 2025.
Pineridge Advisors bought 82 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $11.2K.
iShares Russell Mid-Cap Value ETF made up 0.05% of Pineridge Advisors's portfolio in Q3 2025, its #53 holding.
Pineridge Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Russell Mid-Cap Value ETF position peaked at $304K in Q4 2023.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.