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Tranquility Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Tranquility Partners’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 		$943K Hold
6,967
– – 0.36% 73
2025
Q4 		$983K Sell
6,967
-40
-0.6% -$5.59K 0.35% 75
2025
Q3 		$979K Sell
7,007
-65
-0.9% -$8.88K 0.33% 79
2025
Q2 		$934K Sell
7,072
-35
-0.5% -$4.39K 0.33% 83
2025
Q1 		$895K Hold
7,107
– – 0.35% 79
2024
Q4 		$919K Hold
7,107
– – 0.35% 80
2024
Q3 		$940K Sell
7,107
-279
-4% -$35.3K 0.34% 80
2024
Q2 		$892K Hold
7,386
– – 0.34% 83
2024
Q1 		$926K Sell
7,386
-49
-0.7% -$5.77K 0.36% 79
2023
Q4 		$865K Sell
7,435
-474
-6% -$50.5K 0.36% 77
2023
Q3 		$825K Sell
7,909
-1,394
-15% -$154K 0.35% 75
2023
Q2 		$1.02M Hold
9,303
– – 0.44% 59
2023
Q1 		$988K Sell
9,303
-301
-3% -$32.8K 0.47% 58
2022
Q4 		$1.01M Hold
9,604
– – 0.51% 55
2022
Q3 		$922K Hold
9,604
– – 0.51% 56
2022
Q2 		$975K Hold
9,604
– – 0.5% 55
2022
Q1 		$1.15M Buy
9,604
+259
+3% +$30.5K 0.54% 51
2021
Q4 		$1.14M Hold
9,345
– – 0.53% 54
2021
Q3 		$1.06M Hold
9,345
– – 0.54% 53
2021
Q2 		$1.07M Buy
9,345
+67
+0.7% +$7.68K 0.6% 50
2021
Q1 		$1.01M Hold
9,278
– – 0.63% 47
2020
Q4 		$900K Buy
9,278
+2,250
+32% +$203K 0.64% 54
2020
Q3 		$568K Buy
7,028
+1,000
+17% +$80.9K 0.48% 68
2020
Q2 		$461K Buy
6,028
+1,194
+25% +$86.9K 0.43% 73
2020
Q1 		$310K Hold
4,834
– – 0.36% 82
2019
Q4 		$458K Sell
4,834
-245
-5% -$22.4K 0.41% 78
2019
Q3 		$456K Buy
5,079
+1,194
+31% +$106K 0.48% 63
2019
Q2 		$346K Buy
+3,885
New +$341K 0.37% 86

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 $18.1B AUM 15% 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

Tranquility Partners's IWS Position: Q1 2026 in Review

Tranquility Partners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 6,967 shares worth $943K. The position accounts for 0.36% of the portfolio, ranked #73.

Tranquility Partners first reported a position in IWS in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.15M in Q1 2022. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Tranquility Partners held 6,967 shares of iShares Russell Mid-Cap Value ETF worth $943K as of Q1 2026.
  • Tranquility Partners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.36% of Tranquility Partners's portfolio in Q1 2026, its #73 holding.
  • Tranquility Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2019 and has held it in 28 quarters since.
  • Tranquility Partners's iShares Russell Mid-Cap Value ETF position peaked at $1.15M in Q1 2022.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.