Strategic Blueprint’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Strategic Blueprint’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	$2.7M	Sell	18,535 -1,678	-8%	-$249K	0.16%	143
2025 Q4	$2.85M	Buy	20,213 +2,927	+17%	+$409K	0.17%	133
2025 Q3	$2.41M	Buy	+17,286	New	+$2.36M	0.11%	182
2021 Q3	–	Sell	-244	Closed	-$28K	–	862
2021 Q2	$28K	Buy	+244	New	+$28K	﹤0.01%	740

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Strategic Blueprint's IWS Position: Q1 2026 in Review

Strategic Blueprint reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 8.3% in Q1 2026, selling an estimated $249K and leaving 18,535 shares worth $2.7M. The position accounts for 0.16% of the portfolio, ranked #143.

Strategic Blueprint first reported a position in IWS in Q2 2021 and has held it in 4 quarters since. The position peaked at $2.85M in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Strategic Blueprint held 18,535 shares of iShares Russell Mid-Cap Value ETF worth $2.7M as of Q1 2026.
Strategic Blueprint sold 1,678 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $249K.
iShares Russell Mid-Cap Value ETF made up 0.16% of Strategic Blueprint's portfolio in Q1 2026, its #143 holding.
Strategic Blueprint first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 4 quarters since.
Strategic Blueprint's iShares Russell Mid-Cap Value ETF position peaked at $2.85M in Q4 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.