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

Regimen Wealth’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	$780K	Buy	5,350 +16	+0.3%	+$2.38K	0.23%	42
2025 Q4	$752K	Buy	5,334 +22	+0.4%	+$3.08K	0.22%	42
2025 Q3	$742K	Buy	5,312 +22	+0.4%	+$3.01K	0.22%	42
2025 Q2	$699K	Buy	5,290 +20	+0.4%	+$2.51K	0.22%	44
2025 Q1	$664K	Buy	5,270 +18	+0.3%	+$2.34K	0.21%	37
2024 Q4	$679K	Buy	5,252 +24	+0.5%	+$3.21K	0.22%	37
2024 Q3	$691K	Buy	5,228 +23	+0.4%	+$2.91K	0.22%	37
2024 Q2	$628K	Buy	5,205 +17	+0.3%	+$2.07K	0.22%	36
2024 Q1	$650K	Buy	5,188 +16	+0.3%	+$1.88K	0.23%	37
2023 Q4	$601K	Buy	5,172 +54	+1%	+$5.75K	0.23%	36
2023 Q3	$534K	Hold	5,118	–	–	0.22%	39
2023 Q2	$562K	Buy	5,118 +19	+0.4%	+$2K	0.23%	37
2023 Q1	$542K	Buy	5,099 +24	+0.5%	+$2.62K	0.23%	34
2022 Q4	$535K	Buy	+5,075	New	+$532K	0.36%	30

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 $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 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

Regimen Wealth's IWS Position: Q1 2026 in Review

Regimen Wealth increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.3% in Q1 2026, buying an estimated $2.38K and bringing the position to 5,350 shares worth $780K. The position accounts for 0.23% of the portfolio, ranked #42.

Regimen Wealth first reported a position in IWS in Q4 2022 and has held it in 14 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Regimen Wealth held 5,350 shares of iShares Russell Mid-Cap Value ETF worth $780K as of Q1 2026.
Regimen Wealth bought 16 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $2.38K.
iShares Russell Mid-Cap Value ETF made up 0.23% of Regimen Wealth's portfolio in Q1 2026, its #42 holding.
Regimen Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Regimen Wealth's 13F filing for Q1 2026, filed 7 May 2026.