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

WealthPLAN 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 		– Sell
-3,497
Closed -$493K – 242
2025
Q4 		$493K Hold
3,497
– – 0.07% 182
2025
Q3 		$488K Sell
3,497
-263
-7% -$35.9K 0.07% 175
2025
Q2 		$497K Buy
3,760
+655
+21% +$82.2K 0.08% 168
2025
Q1 		$391K Buy
3,105
+253
+9% +$32.9K 0.06% 186
2024
Q4 		$369K Sell
2,852
-50
-2% -$6.69K 0.05% 196
2024
Q3 		$384K Hold
2,902
– – 0.05% 203
2024
Q2 		$350K Sell
2,902
-94
-3% -$11.4K 0.04% 237
2024
Q1 		$375K Buy
2,996
+110
+4% +$13K 0.04% 230
2023
Q4 		$336K Buy
2,886
+10
+0.3% +$1.06K 0.03% 257
2023
Q3 		$300K Sell
2,876
-157
-5% -$17.3K 0.03% 263
2023
Q2 		$333K Buy
3,033
+48
+2% +$5.06K 0.05% 236
2023
Q1 		$317K Sell
2,985
-1,084
-27% -$118K 0.04% 246
2022
Q4 		$464K Buy
+4,069
New +$427K 0.03% 267
2022
Q1 		$307K Buy
2,727
+684
+33% +$80.5K 0.02% 314
2021
Q4 		$239K Sell
2,043
-286
-12% -$34.1K 0.02% 350
2021
Q3 		$281K Buy
+2,329
New +$270K 0.02% 323
2020
Q3 		– Sell
-2,799
Closed -$234K – 326
2020
Q2 		$234K Buy
+2,799
New +$204K 0.02% 274
2017
Q2 		– Sell
-105
Closed -$8.64K – 304
2017
Q1 		$8.64K Buy
+105
New +$8.68K 0.03% 285
2016
Q3 		$17.1K Sell
226
-538
-70% -$41K 0.01% 511
2016
Q2 		$16.8K Buy
+764
New +$55.4K ﹤0.01% 1493

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

WealthPLAN Partners's IWS Position: Q1 2026 in Review

WealthPLAN Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 3,497 shares — an estimated $493K sold.

WealthPLAN Partners first reported a position in IWS in Q2 2016 and held it in 20 quarters. The position peaked at $497K in Q2 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • WealthPLAN Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 3,497 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $493K.
  • WealthPLAN Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2016 and held it in 20 quarters.
  • WealthPLAN Partners's iShares Russell Mid-Cap Value ETF position peaked at $497K in Q2 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.