Prossimo Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Prossimo Advisors’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 Q3	–	Sell	-5,680	Closed	-$751K	–	74
2025 Q2	$751K	Sell	5,680 -1,497	-21%	-$188K	0.6%	45
2025 Q1	$904K	Sell	7,177 -210	-3%	-$27.3K	0.68%	42
2024 Q4	$955K	Sell	7,387 -4	-0.1%	-$535	0.69%	37
2024 Q3	$977K	Buy	7,391 +210	+3%	+$26.5K	0.71%	37
2024 Q2	$867K	Buy	+7,181	New	+$873K	0.78%	37
2023 Q3	–	Sell	-2,281	Closed	-$251K	–	89
2023 Q2	$251K	Buy	+2,281	New	+$240K	0.24%	106

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 $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 $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

Prossimo Advisors's IWS Position: Q3 2025 in Review

Prossimo Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 5,680 shares — an estimated $751K sold.

Prossimo Advisors first reported a position in IWS in Q2 2023 and held it in 6 quarters. The position peaked at $977K in Q3 2024. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Prossimo Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Prossimo Advisors sold 5,680 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $751K.
Prossimo Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and held it in 6 quarters.
Prossimo Advisors's iShares Russell Mid-Cap Value ETF position peaked at $977K in Q3 2024.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.