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

Private 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 Q3	$105K	Sell	655 -65	-9%	-$10.9K	0.02%	169
2026 Q2	$119K	Sell	720 -162	-18%	-$25.6K	0.03%	153
2026 Q1	$129K	Hold	882	–	–	0.03%	117
2025 Q4	$124K	Buy	882 +380	+76%	+$53.1K	0.03%	114
2025 Q3	$70.1K	Buy	502 +102	+26%	+$13.9K	0.02%	151
2025 Q2	$52.9K	Sell	400 -15	-4%	-$1.88K	0.02%	166
2025 Q1	$52.3K	Hold	415	–	–	0.02%	159
2024 Q4	$53.7K	Hold	415	–	–	0.02%	159
2024 Q3	$54.9K	Sell	415 -197	-32%	-$24.9K	0.02%	151
2024 Q2	$73.9K	Buy	612 +490	+402%	+$59.5K	0.03%	125
2024 Q1	$15.3K	Hold	122	–	–	0.01%	321
2023 Q4	$14.2K	Buy	+122	New	+$13K	0.01%	329

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Private Wealth Management Group's IWS Position: Q3 2026 in Review

Private Wealth Management Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 9% in Q3 2026, selling an estimated $10.9K and leaving 655 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #169.

Private Wealth Management Group first reported a position in IWS in Q4 2023 and has held it in 12 quarters since. The position peaked at $129K in Q1 2026. 616 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Private Wealth Management Group held 655 shares of iShares Russell Mid-Cap Value ETF worth $105K as of Q3 2026.
Private Wealth Management Group sold 65 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $10.9K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Private Wealth Management Group's portfolio in Q3 2026, its #169 holding.
Private Wealth Management Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's iShares Russell Mid-Cap Value ETF position peaked at $129K in Q1 2026.
616 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.