Stephens Consulting’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Stephens Consulting’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
2025 Q4	$706	Buy	+5	New	+$699	﹤0.01%	418
2025 Q3	–	Sell	-75	Closed	-$9.91K	–	785
2025 Q2	$9.91K	Hold	75	–	–	﹤0.01%	328
2025 Q1	$9.45K	Hold	75	–	–	﹤0.01%	330
2024 Q4	$9.7K	Hold	75	–	–	﹤0.01%	356
2024 Q3	$9.92K	Hold	75	–	–	﹤0.01%	338
2024 Q2	$9.06K	Hold	75	–	–	﹤0.01%	352
2024 Q1	$9.4K	Hold	75	–	–	﹤0.01%	320
2023 Q4	$8.72K	Hold	75	–	–	﹤0.01%	328
2023 Q3	$7.83K	Hold	75	–	–	﹤0.01%	332
2023 Q2	$8.24K	Hold	75	–	–	﹤0.01%	329
2023 Q1	$7.96K	Hold	75	–	–	﹤0.01%	350
2022 Q4	$7.9K	Hold	75	–	–	0.01%	325
2022 Q3	$7.2K	Hold	75	–	–	0.01%	378
2022 Q2	$7.62K	Hold	75	–	–	0.01%	367
2022 Q1	$8.97K	Sell	75 -228	-75%	-$26.8K	0.01%	369
2021 Q4	$37.1K	Buy	+303	New	+$36.2K	0.03%	231

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stephens Consulting's IWS Position: Q4 2025 in Review

Stephens Consulting opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025: 5 shares worth $706. The stake represents ﹤0.01% of the portfolio and ranks #418 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in IWS as recently as Q2 2025.

Stephens Consulting first reported a position in IWS in Q4 2021 and has held it in 16 quarters since. The position peaked at $37.1K in Q4 2021. 992 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Stephens Consulting held 5 shares of iShares Russell Mid-Cap Value ETF worth $706 as of Q4 2025.
iShares Russell Mid-Cap Value ETF was a new Stephens Consulting position in Q4 2025.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #418 holding.
Stephens Consulting first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 16 quarters since.
Stephens Consulting's iShares Russell Mid-Cap Value ETF position peaked at $37.1K in Q4 2021.
992 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.