Ridgewood Investments’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-612	Closed	-$80.9K	–	448
2025 Q2	$80.9K	Hold	612	–	–	0.03%	274
2025 Q1	$77.1K	Hold	612	–	–	0.04%	267
2024 Q4	$79.2K	Hold	612	–	–	0.04%	261
2024 Q3	$80.9K	Hold	612	–	–	0.04%	255
2024 Q2	$73.9K	Buy	+612	New	+$74.4K	0.04%	269
2023 Q3	–	Sell	-612	Closed	-$67.2K	–	477
2023 Q2	$67.2K	Hold	612	–	–	0.04%	285
2023 Q1	$65K	Buy	+612	New	+$66.8K	0.04%	300

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ridgewood Investments's IWS Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 612 shares — an estimated $80.9K sold.

Ridgewood Investments first reported a position in IWS in Q1 2023 and held it in 7 quarters. The position peaked at $80.9K in Q3 2024. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Ridgewood Investments reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 612 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $80.9K.
Ridgewood Investments first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's iShares Russell Mid-Cap Value ETF position peaked at $80.9K in Q3 2024.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.