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

Simplicity Wealth’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 		$5.63M Buy
38,633
+2,171
+6% +$322K 0.32% 69
2025
Q4 		$5.14M Sell
36,462
-2,695
-7% -$377K 0.31% 69
2025
Q3 		$5.47M Sell
39,157
-34,357
-47% -$4.7M 0.32% 72
2025
Q2 		$9.71M Buy
73,514
+40,151
+120% +$5.04M 0.4% 52
2025
Q1 		$4.2M Buy
33,363
+31,448
+1,642% +$4.09M 0.33% 66
2024
Q4 		$248K Sell
1,915
-28,437
-94% -$3.81M 0.05% 265
2024
Q3 		$4.01M Sell
30,352
-49,702
-62% -$6.28M 0.37% 58
2024
Q2 		$9.67M Sell
80,054
-27,615
-26% -$3.36M 0.22% 92
2024
Q1 		$13.5M Buy
107,669
+49,748
+86% +$5.86M 0.32% 59
2023
Q4 		$6.74M Sell
57,921
-2,657
-4% -$283K 2.61% 11
2023
Q3 		$6.32M Buy
60,578
+2,945
+5% +$325K 3.7% 11
2023
Q2 		$6.33M Sell
57,633
-983
-2% -$104K 3.94% 10
2023
Q1 		$6.22M Buy
58,616
+13,226
+29% +$1.44M 4.14% 9
2022
Q4 		$4.78M Buy
45,390
+42,840
+1,680% +$4.49M 4.22% 8
2022
Q3 		$245K Buy
+2,550
New +$272K 0.33% 64

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Simplicity Wealth's IWS Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 6% in Q1 2026, buying an estimated $322K and bringing the position to 38,633 shares worth $5.63M. The position accounts for 0.32% of the portfolio, ranked #69.

Simplicity Wealth first reported a position in IWS in Q3 2022 and has held it in 15 quarters since. The position peaked at $13.5M in Q1 2024. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Simplicity Wealth held 38,633 shares of iShares Russell Mid-Cap Value ETF worth $5.63M as of Q1 2026.
  • Simplicity Wealth bought 2,171 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $322K.
  • iShares Russell Mid-Cap Value ETF made up 0.32% of Simplicity Wealth's portfolio in Q1 2026, its #69 holding.
  • Simplicity Wealth first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
  • Simplicity Wealth's iShares Russell Mid-Cap Value ETF position peaked at $13.5M in Q1 2024.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.