PD
IWS icon

Planning Directions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Planning Directions’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 		$459K Buy
2,791
+79
+3% +$12.5K 0.21% 62
2026
Q1 		$395K Buy
2,712
+168
+7% +$24.9K 0.2% 62
2025
Q4 		$359K Buy
2,544
+262
+11% +$36.6K 0.18% 60
2025
Q3 		$319K Buy
2,282
+471
+26% +$64.4K 0.17% 66
2025
Q2 		$239K Sell
1,811
-623
-26% -$78.1K 0.13% 73
2025
Q1 		$307K Buy
+2,434
New +$317K 0.13% 96

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Planning Directions's IWS Position: Q2 2026 in Review

Planning Directions increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.9% in Q2 2026, buying an estimated $12.5K and bringing the position to 2,791 shares worth $459K. The position accounts for 0.21% of the portfolio, ranked #62.

Planning Directions first reported a position in IWS in Q1 2025 and has held it in 6 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Planning Directions held 2,791 shares of iShares Russell Mid-Cap Value ETF worth $459K as of Q2 2026.
  • Planning Directions bought 79 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $12.5K.
  • iShares Russell Mid-Cap Value ETF made up 0.21% of Planning Directions's portfolio in Q2 2026, its #62 holding.
  • Planning Directions first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.