RDA Financial Network
IWS icon

RDA Financial Network’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

RDA Financial Network’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 		$364K Hold
2,263
– – 0.08% 179
2026
Q2 		$372K Hold
2,263
– – 0.08% 195
2026
Q1 		$330K Hold
2,263
– – 0.08% 204
2025
Q4 		$319K Hold
2,263
– – 0.08% 205
2025
Q3 		$316K Hold
2,263
– – 0.08% 202
2025
Q2 		$299K Hold
2,263
– – 0.08% 207
2025
Q1 		$285K Hold
2,263
– – 0.09% 192
2024
Q4 		$293K Hold
2,263
– – 0.09% 196
2024
Q3 		$299K Buy
2,263
+171
+8% +$21.6K 0.09% 190
2024
Q2 		$253K Sell
2,092
-46
-2% -$5.59K 0.08% 201
2024
Q1 		$268K Sell
2,138
-8
-0.4% -$942 0.09% 193
2023
Q4 		$250K Hold
2,146
– – 0.09% 191
2023
Q3 		$224K Hold
2,146
– – 0.1% 191
2023
Q2 		$236K Sell
2,146
-13
-0.6% -$1.37K 0.1% 198
2023
Q1 		$229K Sell
2,159
-77
-3% -$8.4K 0.1% 194
2022
Q4 		$236K Sell
2,236
-103
-4% -$10.8K 0.12% 182
2022
Q3 		$225K Hold
2,339
– – 0.12% 174
2022
Q2 		$238K Hold
2,339
– – 0.12% 174
2022
Q1 		$280K Hold
2,339
– – 0.12% 172
2021
Q4 		$286K Hold
2,339
– – 0.12% 173
2021
Q3 		$265K Hold
2,339
– – 0.12% 182
2021
Q2 		$269K Hold
2,339
– – 0.12% 178
2021
Q1 		$256K Sell
2,339
-6
-0.3% -$625 0.11% 186
2020
Q4 		$227K Sell
2,345
-272
-10% -$24.5K 0.1% 194
2020
Q3 		$212K Sell
2,617
-9
-0.3% -$729 0.1% 199
2020
Q2 		$201K Buy
+2,626
New +$191K 0.1% 199
2020
Q1 		– Sell
-2,626
Closed -$247K – 215
2019
Q4 		$247K Hold
2,626
– – 0.1% 206
2019
Q3 		$242K Sell
2,626
-142
-5% -$12.6K 0.1% 197
2019
Q2 		$249K Sell
2,768
-6
-0.2% -$527 0.11% 188
2019
Q1 		$248K Buy
+2,774
New +$234K 0.12% 178

Other funds holding IWS

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
RTD Financial Advisors
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
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

RDA Financial Network's IWS Position: Q3 2026 in Review

RDA Financial Network held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 2,263 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #179.

RDA Financial Network first reported a position in IWS in Q1 2019 and has held it in 30 quarters since. The position peaked at $372K in Q2 2026. 317 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • RDA Financial Network held 2,263 shares of iShares Russell Mid-Cap Value ETF worth $364K as of Q3 2026.
  • RDA Financial Network left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.08% of RDA Financial Network's portfolio in Q3 2026, its #179 holding.
  • RDA Financial Network first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's iShares Russell Mid-Cap Value ETF position peaked at $372K in Q2 2026.
  • 317 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.