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Polaris Financial Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Polaris Financial Partners’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 		$170K Buy
+1,050
New +$176K 0.08% 89

Other funds holding IWS

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Polaris Financial Partners's IWS Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 1,050 shares worth $170K. The stake represents 0.08% of the portfolio and ranks #89 among its holdings.

10 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Polaris Financial Partners held 1,050 shares of iShares Russell Mid-Cap Value ETF worth $170K as of Q3 2026.
  • iShares Russell Mid-Cap Value ETF was a new Polaris Financial Partners position in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.08% of Polaris Financial Partners's portfolio in Q3 2026, its #89 holding.
  • 10 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.