Vantage Financial Partners (Wisconsin)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	$342K	Sell	2,427 -92	-4%	-$12.9K	0.07%	151
2025 Q3	$352K	Sell	2,519 -99	-4%	-$13.5K	0.07%	146
2025 Q2	$346K	Sell	2,618 -53	-2%	-$6.65K	0.08%	137
2025 Q1	$336K	Sell	2,671 -2,960	-53%	-$385K	0.08%	131
2024 Q4	$728K	Sell	5,631 -701	-11%	-$93.8K	0.18%	76
2024 Q3	$837K	Sell	6,332 -445	-7%	-$56.2K	0.21%	69
2024 Q2	$818K	Buy	6,777 +1,712	+34%	+$208K	0.21%	54
2024 Q1	$635K	Buy	5,065 +462	+10%	+$54.4K	0.17%	68
2023 Q4	$535K	Buy	+4,603	New	+$490K	0.16%	66

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IWS Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.7% in Q4 2025, selling an estimated $12.9K and leaving 2,427 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #151.

Vantage Financial Partners (Wisconsin) first reported a position in IWS in Q4 2023 and has held it in 9 quarters since. The position peaked at $837K in Q3 2024. 993 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 2,427 shares of iShares Russell Mid-Cap Value ETF worth $342K as of Q4 2025.
Vantage Financial Partners (Wisconsin) sold 92 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $12.9K.
iShares Russell Mid-Cap Value ETF made up 0.07% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #151 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
Vantage Financial Partners (Wisconsin)'s iShares Russell Mid-Cap Value ETF position peaked at $837K in Q3 2024.
993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.