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Stonebridge Financial Group (Pennsylvania)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-623
Closed -$78.5K – 574
2025
Q1 		$78.5K Sell
623
-76
-11% -$9.9K 0.01% 322
2024
Q4 		$90.4K Buy
+699
New +$93.6K 0.01% 308

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Bank of America
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TIAA Trust, National Association
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Envestnet Portfolio Solutions
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FCBT
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Royal Bank of Canada
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US Bancorp
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Commonwealth Equity Services
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Stonebridge Financial Group (Pennsylvania)'s IWS Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2025, closing a stake of 623 shares — an estimated $78.5K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IWS in Q4 2024 and held it in 2 quarters. The position peaked at $90.4K in Q4 2024. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 623 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $78.5K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Russell Mid-Cap Value ETF position peaked at $90.4K in Q4 2024.
  • 919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.