Richards, Merrill & Peterson’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Richards, Merrill & Peterson’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	$60.9K	Hold	379	–	–	0.02%	241
2026 Q2	$62.4K	Hold	379	–	–	0.02%	234
2026 Q1	$55.2K	Hold	379	–	–	0.02%	224
2025 Q4	$53.5K	Buy	379 +302	+392%	+$42.2K	0.02%	214
2025 Q3	$10.8K	Hold	77	–	–	﹤0.01%	208
2025 Q2	$10.2K	Buy	+77	New	+$9.7K	﹤0.01%	194

Other funds holding IWS

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Richards, Merrill & Peterson's IWS Position: Q3 2026 in Review

Richards, Merrill & Peterson held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 379 shares worth $60.9K. The position accounts for 0.02% of the portfolio, ranked #241.

Richards, Merrill & Peterson first reported a position in IWS in Q2 2025 and has held it in 6 quarters since. The position peaked at $62.4K in Q2 2026. 558 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Richards, Merrill & Peterson held 379 shares of iShares Russell Mid-Cap Value ETF worth $60.9K as of Q3 2026.
Richards, Merrill & Peterson left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.02% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #241 holding.
Richards, Merrill & Peterson first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
Richards, Merrill & Peterson's iShares Russell Mid-Cap Value ETF position peaked at $62.4K in Q2 2026.
558 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.