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

WealthShield 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 		$252K Sell
1,731
-2,226
-56% -$330K 0.03% 312
2025
Q4 		$558K Buy
3,957
+2,312
+141% +$323K 0.06% 233
2025
Q3 		$230K Sell
1,645
-223
-12% -$30.5K 0.03% 311
2025
Q2 		$247K Sell
1,868
-132
-7% -$16.6K 0.03% 293
2025
Q1 		$252K Hold
2,000
– – 0.03% 289
2024
Q4 		$259K Hold
2,000
– – 0.04% 259
2024
Q3 		$265K Sell
2,000
-405
-17% -$51.2K 0.04% 258
2024
Q2 		$290K Buy
2,405
+405
+20% +$49.2K 0.04% 243
2024
Q1 		$251K Sell
2,000
-15
-0.7% -$1.77K 0.04% 247
2023
Q4 		$234K Sell
2,015
-39,705
-95% -$4.23M 0.04% 261
2023
Q3 		$4.38M Buy
41,720
+4,603
+12% +$507K 0.66% 39
2023
Q2 		$4.08M Buy
37,117
+4,120
+12% +$434K 0.61% 45
2023
Q1 		$3.5M Buy
32,997
+3,696
+13% +$403K 0.56% 46
2022
Q4 		$3.09M Buy
29,301
+4,145
+16% +$435K 0.59% 40
2022
Q3 		$2.42M Buy
25,156
+4,923
+24% +$526K 0.48% 59
2022
Q2 		$2.06M Buy
20,233
+10,887
+116% +$1.22M 0.41% 64
2022
Q1 		$1.12M Sell
9,346
-2,594
-22% -$305K 0.18% 137
2021
Q4 		$1.46M Buy
+11,940
New +$1.43M 0.24% 89
2020
Q2 		– Sell
-962
Closed -$62K – 332
2020
Q1 		$62K Hold
962
– – 0.04% 185
2019
Q4 		$91K Hold
962
– – 0.04% 194
2019
Q3 		$86K Hold
962
– – 0.05% 186
2019
Q2 		$86K Hold
962
– – 0.05% 167
2019
Q1 		$84K Hold
962
– – 0.05% 178
2018
Q4 		$73K Hold
962
– – 0.05% 152
2018
Q3 		$87K Hold
962
– – 0.05% 153
2018
Q2 		$85K Hold
962
– – 0.05% 143
2018
Q1 		$83K Hold
962
– – 0.05% 138
2017
Q4 		$86K Buy
+962
New +$83.6K 0.05% 142

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

WealthShield Partners's IWS Position: Q1 2026 in Review

WealthShield Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 56% in Q1 2026, selling an estimated $330K and leaving 1,731 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #312.

WealthShield Partners first reported a position in IWS in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.38M in Q3 2023. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • WealthShield Partners held 1,731 shares of iShares Russell Mid-Cap Value ETF worth $252K as of Q1 2026.
  • WealthShield Partners sold 2,226 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $330K.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #312 holding.
  • WealthShield Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and has held it in 28 quarters since.
  • WealthShield Partners's iShares Russell Mid-Cap Value ETF position peaked at $4.38M in Q3 2023.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.