XY Planning Network
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XY Planning Network’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

XY Planning Network’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 		$443K Buy
2,759
+113
+4% +$18.9K 0.05% 265
2026
Q2 		$436K Buy
2,646
+44
+2% +$6.94K 0.05% 224
2026
Q1 		$382K Buy
2,602
+162
+7% +$24K 0.06% 208
2025
Q4 		$344K Buy
+2,440
New +$341K 0.06% 198

Other funds holding IWS

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

XY Planning Network's IWS Position: Q3 2026 in Review

XY Planning Network increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.3% in Q3 2026, buying an estimated $18.9K and bringing the position to 2,759 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #265.

XY Planning Network first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • XY Planning Network held 2,759 shares of iShares Russell Mid-Cap Value ETF worth $443K as of Q3 2026.
  • XY Planning Network bought 113 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $18.9K.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #265 holding.
  • XY Planning Network first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 450 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.