S.E.E.D. Planning Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

S.E.E.D. Planning Group’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	$336K	Buy	+2,091	New	+$351K	0.08%	83

Other funds holding IWS

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

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

CMA

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

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

WestHill Financial Advisors San Rafael, California $597M AUM 13.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

S.E.E.D. Planning Group's IWS Position: Q3 2026 in Review

S.E.E.D. Planning Group opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 2,091 shares worth $336K. The stake represents 0.08% of the portfolio and ranks #83 among its holdings.

179 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

S.E.E.D. Planning Group held 2,091 shares of iShares Russell Mid-Cap Value ETF worth $336K as of Q3 2026.
iShares Russell Mid-Cap Value ETF was a new S.E.E.D. Planning Group position in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.08% of S.E.E.D. Planning Group's portfolio in Q3 2026, its #83 holding.
179 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.