Rossmore Private Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Rossmore Private Capital’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	$33.8K	Hold	210	–	–	﹤0.01%	349
2026 Q2	$34.6K	Hold	210	–	–	﹤0.01%	343
2026 Q1	$30.6K	Hold	210	–	–	﹤0.01%	330
2025 Q4	$29.6K	Hold	210	–	–	﹤0.01%	333
2025 Q3	$29.3K	Buy	+210	New	+$28.7K	﹤0.01%	302

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 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

Rossmore Private Capital's IWS Position: Q3 2026 in Review

Rossmore Private Capital held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 210 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Rossmore Private Capital first reported a position in IWS in Q3 2025 and has held it in 5 quarters since. The position peaked at $34.6K in Q2 2026. 704 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Rossmore Private Capital held 210 shares of iShares Russell Mid-Cap Value ETF worth $33.8K as of Q3 2026.
Rossmore Private Capital left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Rossmore Private Capital's portfolio in Q3 2026, its #349 holding.
Rossmore Private Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
Rossmore Private Capital's iShares Russell Mid-Cap Value ETF position peaked at $34.6K in Q2 2026.
704 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Rossmore Private Capital's 13F filing for Q3 2026, filed 27 Oct 2026.