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

PrairieView 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
2025 Q2	$32K	Hold	243	–	–	﹤0.01%	218
2025 Q1	$30K	Hold	243	–	–	﹤0.01%	216
2024 Q4	$31K	Hold	243	–	–	﹤0.01%	223
2024 Q3	$32K	Buy	243 +8	+3%	+$1.01K	﹤0.01%	220
2024 Q2	$28K	Hold	235	–	–	﹤0.01%	237
2024 Q1	$30K	Hold	235	–	–	﹤0.01%	219
2023 Q4	$27K	Hold	235	–	–	﹤0.01%	217
2023 Q3	$24K	Sell	235 -17	-7%	-$1.87K	﹤0.01%	226
2023 Q2	$27K	Hold	252	–	–	﹤0.01%	240
2023 Q1	$26K	Hold	252	–	–	﹤0.01%	231
2022 Q4	$26K	Hold	252	–	–	﹤0.01%	237
2022 Q3	$24K	Hold	252	–	–	﹤0.01%	235
2022 Q2	$26K	Hold	252	–	–	﹤0.01%	250
2022 Q1	$30K	Buy	252 +17	+7%	+$2K	﹤0.01%	249
2021 Q4	$29K	Hold	235	–	–	﹤0.01%	261
2021 Q3	$27K	Hold	235	–	–	﹤0.01%	213
2021 Q2	$27K	Hold	235	–	–	﹤0.01%	208
2021 Q1	$26K	Buy	+235	New	+$24.5K	﹤0.01%	205
2020 Q4	–	Sell	-86	Closed	-$7K	–	319
2020 Q3	$7K	Buy	86 +9	+12%	+$729	﹤0.01%	252
2020 Q2	$6K	Hold	77	–	–	﹤0.01%	250
2020 Q1	$5K	Buy	+77	New	+$6.58K	﹤0.01%	247

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

PrairieView Partners's IWS Position: Q2 2025 in Review

PrairieView Partners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2025 at 243 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

PrairieView Partners first reported a position in IWS in Q1 2020 and has held it in 21 quarters since. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

PrairieView Partners held 243 shares of iShares Russell Mid-Cap Value ETF worth $32K as of Q2 2025.
PrairieView Partners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2025.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #218 holding.
PrairieView Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 21 quarters since.
919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.