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

Quaker Wealth Management’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	$1.93K	Hold	12	–	–	﹤0.01%	437
2026 Q2	$1.98K	Hold	12	–	–	﹤0.01%	448
2026 Q1	$1.75K	Hold	12	–	–	﹤0.01%	440
2025 Q4	$1.69K	Buy	+12	New	+$1.68K	﹤0.01%	465

Other funds holding IWS

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

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

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Quaker Wealth Management's IWS Position: Q3 2026 in Review

Quaker Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 12 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Quaker Wealth Management first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.98K in Q2 2026. 301 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Quaker Wealth Management held 12 shares of iShares Russell Mid-Cap Value ETF worth $1.93K as of Q3 2026.
Quaker Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #437 holding.
Quaker Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
Quaker Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $1.98K in Q2 2026.
301 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.