Sherman Wealth Management
IWS icon

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

Sherman Wealth Management’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 		$588K Buy
3,656
+7
+0.2% +$1.17K 0.42% 50
2026
Q2 		$601K Sell
3,649
-54
-1% -$8.52K 0.45% 45
2026
Q1 		$540K Sell
3,703
-15
-0.4% -$2.23K 0.46% 46
2025
Q4 		$524K Buy
+3,718
New +$520K 0.46% 48

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sherman Wealth Management's IWS Position: Q3 2026 in Review

Sherman Wealth Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.19% in Q3 2026, buying an estimated $1.17K and bringing the position to 3,656 shares worth $588K. The position accounts for 0.42% of the portfolio, ranked #50.

Sherman Wealth Management first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. The position peaked at $601K in Q2 2026. 926 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Sherman Wealth Management held 3,656 shares of iShares Russell Mid-Cap Value ETF worth $588K as of Q3 2026.
  • Sherman Wealth Management bought 7 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $1.17K.
  • iShares Russell Mid-Cap Value ETF made up 0.42% of Sherman Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Sherman Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Sherman Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $601K in Q2 2026.
  • 926 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Sherman Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.