TF
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TME Financial’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

TME Financial’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 		$247K Sell
1,692
-76
-4% -$11.3K 0.17% 62
2025
Q4 		$249K Buy
+1,768
New +$247K 0.18% 61

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

TME Financial's IWS Position: Q1 2026 in Review

TME Financial reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.3% in Q1 2026, selling an estimated $11.3K and leaving 1,692 shares worth $247K. The position accounts for 0.17% of the portfolio, ranked #62.

TME Financial first reported a position in IWS in Q4 2025 and has held it in 2 quarters since. The position peaked at $249K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • TME Financial held 1,692 shares of iShares Russell Mid-Cap Value ETF worth $247K as of Q1 2026.
  • TME Financial sold 76 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $11.3K.
  • iShares Russell Mid-Cap Value ETF made up 0.17% of TME Financial's portfolio in Q1 2026, its #62 holding.
  • TME Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • TME Financial's iShares Russell Mid-Cap Value ETF position peaked at $249K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on TME Financial's 13F filing for Q1 2026, filed 12 May 2026.