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

Wealth Analytics 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 Q3	$21.1K	Buy	+131	New	+$22K	0.01%	112

Other funds holding IWS

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Wealth Analytics Partners's IWS Position: Q3 2026 in Review

Wealth Analytics Partners opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 131 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #112 among its holdings.

254 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Wealth Analytics Partners held 131 shares of iShares Russell Mid-Cap Value ETF worth $21.1K as of Q3 2026.
iShares Russell Mid-Cap Value ETF was a new Wealth Analytics Partners position in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Wealth Analytics Partners's portfolio in Q3 2026, its #112 holding.
254 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Wealth Analytics Partners's 13F filing for Q3 2026, filed 19 Oct 2026.