Prestige Wealth Management Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Prestige Wealth Management Group’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	$157K	Hold	1,076	–	–	0.03%	173
2025 Q4	$152K	Sell	1,076 -17	-2%	-$2.38K	0.03%	180
2025 Q3	$153K	Hold	1,093	–	–	0.03%	190
2025 Q2	$144K	Hold	1,093	–	–	0.03%	189
2025 Q1	$138K	Hold	1,093	–	–	0.03%	177
2024 Q4	$141K	Hold	1,093	–	–	0.03%	175
2024 Q3	$145K	Hold	1,093	–	–	0.03%	171
2024 Q2	$132K	Hold	1,093	–	–	0.03%	159
2024 Q1	$137K	Sell	1,093 -7	-0.6%	-$824	0.03%	179
2023 Q4	$128K	Sell	1,100 -5	-0.5%	-$533	0.03%	168
2023 Q3	$116K	Sell	1,105 -1	-0.1%	-$110	0.03%	175
2023 Q2	$122K	Sell	1,106 -8	-0.7%	-$843	0.03%	189
2023 Q1	$118K	Hold	1,114	–	–	0.03%	175
2022 Q4	$117K	Sell	1,114 -5	-0.4%	-$524	0.03%	178
2022 Q3	$108K	Sell	1,119 -23	-2%	-$2.46K	0.03%	168
2022 Q2	$116K	Sell	1,142 -94	-8%	-$10.5K	0.03%	167
2022 Q1	$148K	Hold	1,236	–	–	0.04%	164
2021 Q4	$151K	Sell	1,236 -30	-2%	-$3.58K	0.04%	164
2021 Q3	$143K	Sell	1,266 -13	-1%	-$1.5K	0.04%	162
2021 Q2	$147K	Hold	1,279	–	–	0.04%	156
2021 Q1	$140K	Sell	1,279 -352	-22%	-$36.7K	0.04%	151
2020 Q4	$158K	Sell	1,631 -11	-0.7%	-$992	0.04%	137
2020 Q3	$133K	Sell	1,642 -375	-19%	-$30.4K	0.04%	145
2020 Q2	$154K	Sell	2,017 -2,895	-59%	-$211K	0.05%	116
2020 Q1	$315K	Sell	4,912 -335	-6%	-$28.6K	0.13%	65
2019 Q4	$497K	Sell	5,247 -14	-0.3%	-$1.28K	0.27%	62
2019 Q3	$472K	Sell	5,261 -54	-1%	-$4.78K	0.28%	58
2019 Q2	$474K	Sell	5,315 -1,742	-25%	-$153K	0.29%	56
2019 Q1	$613K	Sell	7,057 -319	-4%	-$26.9K	0.38%	46
2018 Q4	$563K	Buy	+7,376	New	+$617K	0.41%	48

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

Prestige Wealth Management Group's IWS Position: Q1 2026 in Review

Prestige Wealth Management Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 1,076 shares worth $157K. The position accounts for 0.03% of the portfolio, ranked #173.

Prestige Wealth Management Group first reported a position in IWS in Q4 2018 and has held it in 30 quarters since. The position peaked at $613K in Q1 2019. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Prestige Wealth Management Group held 1,076 shares of iShares Russell Mid-Cap Value ETF worth $157K as of Q1 2026.
Prestige Wealth Management Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Prestige Wealth Management Group's portfolio in Q1 2026, its #173 holding.
Prestige Wealth Management Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's iShares Russell Mid-Cap Value ETF position peaked at $613K in Q1 2019.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.