Split Rock Private Trading & Wealth Management
IWS icon

Split Rock Private Trading & Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Split Rock Private Trading & 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 		$235K Hold
1,461
– – 0.16% 43
2026
Q2 		$240K Sell
1,461
-59
-4% -$9.31K 0.16% 42
2026
Q1 		$222K Sell
1,520
-11
-0.7% -$1.63K 0.17% 38
2025
Q4 		$216K Buy
+1,531
New +$214K 0.17% 32

Other funds holding IWS

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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Zions Bancorporation, National Association
Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's IWS Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 1,461 shares worth $235K. The position accounts for 0.16% of the portfolio, ranked #43.

Split Rock Private Trading & Wealth Management first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. The position peaked at $240K in Q2 2026. 731 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Split Rock Private Trading & Wealth Management held 1,461 shares of iShares Russell Mid-Cap Value ETF worth $235K as of Q3 2026.
  • Split Rock Private Trading & Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.16% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Split Rock Private Trading & Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $240K in Q2 2026.
  • 731 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.