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

Stonebridge Financial Planning Group’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 		$781K Sell
5,356
-279
-5% -$41.4K 0.29% 98
2025
Q4 		$795K Buy
5,635
+134
+2% +$18.7K 0.29% 94
2025
Q3 		$768K Sell
5,501
-43
-0.8% -$5.88K 0.29% 97
2025
Q2 		$733K Sell
5,544
-46
-0.8% -$5.77K 0.31% 91
2025
Q1 		$704K Buy
5,590
+25
+0.4% +$3.25K 0.32% 87
2024
Q4 		$720K Buy
5,565
+107
+2% +$14.3K 0.32% 85
2024
Q3 		$722K Sell
5,458
-260
-5% -$32.9K 0.34% 81
2024
Q2 		$690K Buy
5,718
+570
+11% +$69.3K 0.35% 81
2024
Q1 		$645K Buy
5,148
+558
+12% +$65.7K 0.34% 82
2023
Q4 		$534K Buy
+4,590
New +$489K 0.31% 84
2022
Q1 		– Sell
-269
Closed -$31K – 239
2021
Q4 		$31K Hold
269
– – 0.02% 258
2021
Q3 		$33K Hold
269
– – 0.02% 257
2021
Q2 		$31K Buy
269
+1
+0.4% +$115 0.02% 258
2021
Q1 		$30K Sell
268
-17
-6% -$1.77K 0.02% 257
2020
Q4 		$28K Buy
285
+17
+6% +$1.53K 0.02% 242
2020
Q3 		$23K Hold
268
– – 0.02% 256
2020
Q2 		$21K Hold
268
– – 0.02% 262
2020
Q1 		$18K Buy
268
+48
+22% +$4.11K 0.02% 257
2019
Q4 		$21K Buy
+220
New +$20.1K 0.02% 239

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 $20.9B AUM 19.34% 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

Stonebridge Financial Planning Group's IWS Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 5% in Q1 2026, selling an estimated $41.4K and leaving 5,356 shares worth $781K. The position accounts for 0.29% of the portfolio, ranked #98.

Stonebridge Financial Planning Group first reported a position in IWS in Q4 2019 and has held it in 19 quarters since. The position peaked at $795K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Stonebridge Financial Planning Group held 5,356 shares of iShares Russell Mid-Cap Value ETF worth $781K as of Q1 2026.
  • Stonebridge Financial Planning Group sold 279 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $41.4K.
  • iShares Russell Mid-Cap Value ETF made up 0.29% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #98 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 19 quarters since.
  • Stonebridge Financial Planning Group's iShares Russell Mid-Cap Value ETF position peaked at $795K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.