Riverpoint Wealth Management Holdings’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Riverpoint Wealth Management Holdings’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	$297K	Hold	2,035	–	–	0.06%	53
2025 Q4	$287K	Hold	2,035	–	–	0.06%	54
2025 Q3	$284K	Hold	2,035	–	–	0.06%	53
2025 Q2	$269K	Hold	2,035	–	–	0.06%	50
2025 Q1	$256K	Hold	2,035	–	–	0.07%	53
2024 Q4	$263K	Hold	2,035	–	–	0.07%	49
2024 Q3	$269K	Hold	2,035	–	–	0.07%	49
2024 Q2	$246K	Hold	2,035	–	–	0.07%	49
2024 Q1	$255K	Hold	2,035	–	–	0.07%	46
2023 Q4	$237K	Hold	2,035	–	–	0.07%	48
2023 Q3	$212K	Hold	2,035	–	–	0.07%	49
2023 Q2	$224K	Hold	2,035	–	–	0.07%	48
2023 Q1	$216K	Hold	2,035	–	–	0.07%	48
2022 Q4	$214K	Buy	+2,035	New	+$213K	0.08%	47

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

Riverpoint Wealth Management Holdings's IWS Position: Q1 2026 in Review

Riverpoint Wealth Management Holdings held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 2,035 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #53.

Riverpoint Wealth Management Holdings 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.

Riverpoint Wealth Management Holdings held 2,035 shares of iShares Russell Mid-Cap Value ETF worth $297K as of Q1 2026.
Riverpoint Wealth Management Holdings left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.06% of Riverpoint Wealth Management Holdings's portfolio in Q1 2026, its #53 holding.
Riverpoint Wealth Management Holdings 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 Riverpoint Wealth Management Holdings's 13F filing for Q1 2026, filed 4 May 2026.