Planned Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-420	Closed	-$55.5K	–	376
2024 Q3	$55.5K	Buy	+420	New	+$53.1K	0.02%	293
2024 Q1	–	Sell	-420	Closed	-$48.8K	–	317
2023 Q4	$48.8K	Buy	+420	New	+$44.7K	0.02%	287
2021 Q1	–	Sell	-411	Closed	-$40K	–	237
2020 Q4	$40K	Hold	411	–	–	0.03%	229
2020 Q3	$33K	Buy	+411	New	+$33.3K	0.03%	187

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Planned Solutions's IWS Position: Q4 2024 in Review

Planned Solutions sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2024, closing a stake of 420 shares — an estimated $55.5K sold.

Planned Solutions first reported a position in IWS in Q3 2020 and held it in 4 quarters. The position peaked at $55.5K in Q3 2024. 946 funds tracked by Wall St. Rank hold IWS as of Q4 2024.

Planned Solutions reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 420 iShares Russell Mid-Cap Value ETF shares in Q4 2024, an estimated $55.5K.
Planned Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2020 and held it in 4 quarters.
Planned Solutions's iShares Russell Mid-Cap Value ETF position peaked at $55.5K in Q3 2024.
946 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.