Plante Moran Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Plante Moran Financial 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
2026 Q1	$268K	Hold	1,840	–	–	0.02%	137
2025 Q4	$260K	Hold	1,840	–	–	0.02%	148
2025 Q3	$257K	Hold	1,840	–	–	0.02%	148
2025 Q2	$243K	Buy	1,840 +41	+2%	+$5.14K	0.02%	142
2025 Q1	$227K	Sell	1,799 -48	-3%	-$6.25K	0.02%	156
2024 Q4	$239K	Buy	1,847 +139	+8%	+$18.6K	0.02%	154
2024 Q3	$226K	Sell	1,708 -360	-17%	-$45.5K	0.02%	169
2024 Q2	$250K	Buy	2,068 +165	+9%	+$20.1K	0.03%	152
2024 Q1	$239K	Buy	1,903 +55	+3%	+$6.48K	0.03%	157
2023 Q4	$215K	Buy	1,848 +1,695	+1,108%	+$181K	0.02%	159
2023 Q3	$16K	Buy	153 +12	+9%	+$1.32K	﹤0.01%	468
2023 Q2	$15.5K	Buy	141 +13	+10%	+$1.37K	﹤0.01%	495
2023 Q1	$13.6K	Buy	128 +1	+0.8%	+$109	﹤0.01%	516
2022 Q4	$13.4K	Sell	127 -72	-36%	-$7.55K	﹤0.01%	533
2022 Q3	$19K	Hold	199	–	–	﹤0.01%	473
2022 Q2	$20K	Sell	199 -7	-3%	-$783	﹤0.01%	467
2022 Q1	$25K	Buy	206 +8	+4%	+$942	﹤0.01%	448
2021 Q4	$24K	Hold	198	–	–	﹤0.01%	513
2021 Q3	$22K	Buy	198 +73	+58%	+$8.45K	﹤0.01%	539
2021 Q2	$14K	Hold	125	–	–	﹤0.01%	630
2021 Q1	$14K	Hold	125	–	–	﹤0.01%	597
2020 Q4	$12K	Buy	+125	New	+$11.3K	﹤0.01%	606
2020 Q3	–	Sell	-162	Closed	-$12K	–	871
2020 Q2	$12K	Hold	162	–	–	﹤0.01%	501
2020 Q1	$10K	Sell	162 -306	-65%	-$26.2K	﹤0.01%	497
2019 Q4	$44K	Buy	468 +6	+1%	+$548	0.02%	343
2019 Q3	$41K	Buy	462 +300	+185%	+$26.6K	0.01%	369
2019 Q2	$14K	Hold	162	–	–	﹤0.01%	526
2019 Q1	$14K	Sell	162 -39	-19%	-$3.29K	﹤0.01%	518
2018 Q4	$15K	Buy	201 +39	+24%	+$3.26K	0.01%	457
2018 Q3	$15K	Hold	162	–	–	﹤0.01%	456
2018 Q2	$14K	Hold	162	–	–	0.01%	512
2018 Q1	$14K	Hold	162	–	–	0.01%	559
2017 Q4	$14K	Hold	162	–	–	0.01%	545
2017 Q3	$14K	Hold	162	–	–	0.01%	505
2017 Q2	$14K	Hold	162	–	–	0.01%	515
2017 Q1	$13K	Hold	162	–	–	0.01%	538
2016 Q4	$13K	Hold	162	–	–	0.01%	549
2016 Q3	$12K	Hold	162	–	–	0.01%	569
2016 Q2	$12K	Hold	162	–	–	0.01%	497
2016 Q1	$11K	Sell	162 -1,340	-89%	-$88.4K	0.01%	470
2015 Q4	$103K	Hold	1,502	–	–	0.08%	182
2015 Q3	$101K	Buy	1,502 +1,340	+827%	+$95.3K	0.08%	173
2015 Q2	$12K	Hold	162	–	–	0.01%	494
2015 Q1	$12K	Hold	162	–	–	0.01%	487
2014 Q4	$12K	Sell	162 -653	-80%	-$46.9K	0.01%	498
2014 Q3	$57K	Buy	+815	New	+$58.4K	0.05%	237

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

Plante Moran Financial Advisors's IWS Position: Q1 2026 in Review

Plante Moran Financial Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,840 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #137.

Plante Moran Financial Advisors first reported a position in IWS in Q3 2014 and has held it in 46 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Plante Moran Financial Advisors held 1,840 shares of iShares Russell Mid-Cap Value ETF worth $268K as of Q1 2026.
Plante Moran Financial Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.02% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #137 holding.
Plante Moran Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2014 and has held it in 46 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.