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YANKCOM Partnership’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

YANKCOM Partnership’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 		$4.34K Buy
27
+26
+2,600% +$4.36K ﹤0.01% 302
2026
Q2 		$165 Hold
1
– – ﹤0.01% 308
2026
Q1 		$146 Sell
1
-15
-94% -$2.23K ﹤0.01% 365
2025
Q4 		$2.26K Buy
+16
New +$2.24K ﹤0.01% 344

Other funds holding IWS

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Zions Bancorporation, National Association
Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

YANKCOM Partnership's IWS Position: Q3 2026 in Review

YANKCOM Partnership increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2,600% in Q3 2026, buying an estimated $4.36K and bringing the position to 27 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

YANKCOM Partnership first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. 731 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • YANKCOM Partnership held 27 shares of iShares Russell Mid-Cap Value ETF worth $4.34K as of Q3 2026.
  • YANKCOM Partnership bought 26 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $4.36K.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of YANKCOM Partnership's portfolio in Q3 2026, its #302 holding.
  • YANKCOM Partnership first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 731 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.