Strategic Family Wealth Counselors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Strategic Family Wealth Counselors’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	$1.17M	Hold	7,999	–	–	0.31%	63
2025 Q4	$1.17M	Hold	7,999	–	–	0.26%	73
2025 Q3	$1.12M	Buy	7,999 +149	+2%	+$20.4K	0.29%	61
2025 Q2	$1.04M	Hold	7,850	–	–	0.3%	62
2025 Q1	$989K	Hold	7,850	–	–	0.32%	59
2024 Q4	$1.02M	Hold	7,850	–	–	0.33%	59
2024 Q3	$1.04M	Hold	7,850	–	–	0.36%	52
2024 Q2	$948K	Hold	7,850	–	–	0.36%	51
2024 Q1	$984K	Hold	7,850	–	–	0.39%	50
2023 Q4	$913K	Hold	7,850	–	–	0.38%	49
2023 Q3	$819K	Hold	7,850	–	–	0.39%	45
2023 Q2	$862K	Sell	7,850 -155	-2%	-$16.3K	0.4%	43
2023 Q1	$850K	Buy	+8,005	New	+$873K	0.4%	43

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 Family Wealth Counselors's IWS Position: Q1 2026 in Review

Strategic Family Wealth Counselors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 7,999 shares worth $1.17M. The position accounts for 0.31% of the portfolio, ranked #63.

Strategic Family Wealth Counselors first reported a position in IWS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.17M in Q4 2025. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Strategic Family Wealth Counselors held 7,999 shares of iShares Russell Mid-Cap Value ETF worth $1.17M as of Q1 2026.
Strategic Family Wealth Counselors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Value ETF made up 0.31% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #63 holding.
Strategic Family Wealth Counselors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Family Wealth Counselors's iShares Russell Mid-Cap Value ETF position peaked at $1.17M in Q4 2025.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.