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

Principle Wealth 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 Q2	$677K	Hold	4,110	–	–	0.03%	216
2026 Q1	$599K	Hold	4,110	–	–	0.03%	221
2025 Q4	$580K	Hold	4,110	–	–	0.03%	226
2025 Q3	$574K	Sell	4,110 -1,045	-20%	-$143K	0.03%	220
2025 Q2	$681K	Buy	+5,155	New	+$647K	0.04%	199

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principle Wealth Partners's IWS Position: Q2 2026 in Review

Principle Wealth Partners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 4,110 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #216.

Principle Wealth Partners first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. The position peaked at $681K in Q2 2025. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Principle Wealth Partners held 4,110 shares of iShares Russell Mid-Cap Value ETF worth $677K as of Q2 2026.
Principle Wealth Partners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #216 holding.
Principle Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Principle Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $681K in Q2 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.