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 Q3	$3.06M	Sell	19,048 -236	-1%	-$39.6K	0.15%	142
2026 Q2	$3.17M	Buy	19,284 +749	+4%	+$118K	0.16%	143
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Strategic Blueprint's IWS Position: Q3 2026 in Review

Strategic Blueprint reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.2% in Q3 2026, selling an estimated $39.6K and leaving 19,048 shares worth $3.06M. The position accounts for 0.15% of the portfolio, ranked #142.

Strategic Blueprint first reported a position in IWS in Q2 2021 and has held it in 6 quarters since. The position peaked at $3.17M in Q2 2026. 731 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Strategic Blueprint held 19,048 shares of iShares Russell Mid-Cap Value ETF worth $3.06M as of Q3 2026.
Strategic Blueprint sold 236 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $39.6K.
iShares Russell Mid-Cap Value ETF made up 0.15% of Strategic Blueprint's portfolio in Q3 2026, its #142 holding.
Strategic Blueprint first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and has held it in 6 quarters since.
Strategic Blueprint's iShares Russell Mid-Cap Value ETF position peaked at $3.17M in Q2 2026.
731 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Strategic Blueprint's 13F filing for Q3 2026, filed 22 Oct 2026.