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

Proficio Capital 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
Q1 		$52.1M Buy
+357,500
New +$53.1M 2.78% 7
2021
Q3 		– Sell
-183,481
Closed -$21.1M – 317
2021
Q2 		$21.1M Buy
+183,481
New +$21M 2.57% 11

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Proficio Capital Partners's IWS Position: Q1 2026 in Review

Proficio Capital Partners opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026: 357,500 shares worth $52.1M. The stake represents 2.78% of the portfolio and ranks #7 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in IWS as recently as Q2 2021.

Proficio Capital Partners first reported a position in IWS in Q2 2021 and has held it in 2 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Proficio Capital Partners held 357,500 shares of iShares Russell Mid-Cap Value ETF worth $52.1M as of Q1 2026.
  • iShares Russell Mid-Cap Value ETF was a new Proficio Capital Partners position in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 2.78% of Proficio Capital Partners's portfolio in Q1 2026, its #7 holding.
  • Proficio Capital Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 2 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.