REAP Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

REAP Financial 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 Q1	$193K	Sell	1,325 -49	-4%	-$7.27K	0.04%	131
2025 Q4	$194K	Sell	1,374 -5	-0.4%	-$699	0.04%	130
2025 Q3	$193K	Sell	1,379 -37	-3%	-$5.06K	0.04%	117
2025 Q2	$187K	Sell	1,416 -55	-4%	-$6.9K	0.04%	118
2025 Q1	$185K	Sell	1,471 -646	-31%	-$84.1K	0.05%	105
2024 Q4	$274K	Sell	2,117 -205	-9%	-$27.4K	0.07%	98
2024 Q3	$307K	Sell	2,322 -1,044	-31%	-$132K	0.08%	97
2024 Q2	$406K	Sell	3,366 -6,330	-65%	-$769K	0.11%	85
2024 Q1	$1.22M	Sell	9,696 -1,080	-10%	-$127K	0.33%	51
2023 Q4	$1.25M	Buy	+10,776	New	+$1.15M	0.37%	49

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

REAP Financial Group's IWS Position: Q1 2026 in Review

REAP Financial Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.6% in Q1 2026, selling an estimated $7.27K and leaving 1,325 shares worth $193K. The position accounts for 0.04% of the portfolio, ranked #131.

REAP Financial Group first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2023. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

REAP Financial Group held 1,325 shares of iShares Russell Mid-Cap Value ETF worth $193K as of Q1 2026.
REAP Financial Group sold 49 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $7.27K.
iShares Russell Mid-Cap Value ETF made up 0.04% of REAP Financial Group's portfolio in Q1 2026, its #131 holding.
REAP Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
REAP Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $1.25M in Q4 2023.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.