Planning Strategies Inc.’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Planning Strategies Inc.’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 Q2	$22.4K	Buy	+136	New	+$21.5K	0.01%	231

Other funds holding IWS

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

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

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $451M AUM 18.82% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Planning Strategies Inc.'s IWS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 136 shares worth $22.4K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings.

430 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Planning Strategies Inc. held 136 shares of iShares Russell Mid-Cap Value ETF worth $22.4K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #231 holding.
430 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.