RIS
IWS icon

Retirement Income Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Retirement Income Solutions’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 		$507K Hold
3,478
– – 0.09% 96
2025
Q4 		$491K Sell
3,478
-1,070
-24% -$150K 0.08% 93
2025
Q3 		$635K Hold
4,548
– – 0.11% 75
2025
Q2 		$601K Hold
4,548
– – 0.11% 75
2025
Q1 		$573K Sell
4,548
-416
-8% -$54.2K 0.12% 71
2024
Q4 		$642K Sell
4,964
-911
-16% -$122K 0.13% 60
2024
Q3 		$777K Hold
5,875
– – 0.18% 53
2024
Q2 		$709K Sell
5,875
-1,673
-22% -$203K 0.17% 55
2024
Q1 		$946K Sell
7,548
-206
-3% -$24.3K 0.21% 51
2023
Q4 		$902K Buy
7,754
+213
+3% +$22.7K 0.22% 51
2023
Q3 		$787K Sell
7,541
-245
-3% -$27K 0.22% 51
2023
Q2 		$855K Hold
7,786
– – 0.23% 51
2023
Q1 		$827K Buy
7,786
+33
+0.4% +$3.6K 0.24% 53
2022
Q4 		$817K Buy
7,753
+1
+0% +$105 0.26% 51
2022
Q3 		$750K Hold
7,752
– – 0.27% 46
2022
Q2 		$787K Sell
7,752
-5,963
-43% -$667K 0.28% 45
2022
Q1 		$1.64M Buy
13,715
+10,738
+361% +$1.26M 0.45% 27
2021
Q4 		$364K Buy
2,977
+72
+2% +$8.6K 0.1% 83
2021
Q3 		$329K Hold
2,905
– – 0.11% 79
2021
Q2 		$334K Hold
2,905
– – 0.11% 79
2021
Q1 		$318K Hold
2,905
– – 0.11% 77
2020
Q4 		$282K Buy
+2,905
New +$262K 0.1% 78
2020
Q2 		– Sell
-3,799
Closed -$243K – 82
2020
Q1 		$243K Hold
3,799
– – 0.14% 58
2019
Q4 		$360K Sell
3,799
-973
-20% -$88.9K 0.15% 55
2019
Q3 		$428K Hold
4,772
– – 0.23% 45
2019
Q2 		$425K Buy
4,772
+1,978
+71% +$174K 0.23% 44
2019
Q1 		$243K Hold
2,794
– – 0.14% 60
2018
Q4 		$213K Hold
2,794
– – 0.14% 58
2018
Q3 		$252K Hold
2,794
– – 0.14% 59
2018
Q2 		$247K Buy
+2,794
New +$246K 0.15% 58

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Retirement Income Solutions's IWS Position: Q1 2026 in Review

Retirement Income Solutions held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 3,478 shares worth $507K. The position accounts for 0.09% of the portfolio, ranked #96.

Retirement Income Solutions first reported a position in IWS in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.64M in Q1 2022. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Retirement Income Solutions held 3,478 shares of iShares Russell Mid-Cap Value ETF worth $507K as of Q1 2026.
  • Retirement Income Solutions left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.09% of Retirement Income Solutions's portfolio in Q1 2026, its #96 holding.
  • Retirement Income Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2018 and has held it in 30 quarters since.
  • Retirement Income Solutions's iShares Russell Mid-Cap Value ETF position peaked at $1.64M in Q1 2022.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.