Caldwell Sutter Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Caldwell Sutter Capital’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	$10.4K	Hold	65	–	–	﹤0.01%	603
2026 Q2	$10.7K	Hold	65	–	–	﹤0.01%	603
2026 Q1	$9.47K	Hold	65	–	–	﹤0.01%	567
2025 Q4	$9.17K	Hold	65	–	–	﹤0.01%	561
2025 Q3	$9.08K	Hold	65	–	–	﹤0.01%	565
2025 Q2	$8.59K	Hold	65	–	–	﹤0.01%	556
2025 Q1	$8.19K	Hold	65	–	–	﹤0.01%	567
2024 Q4	$8.41K	Hold	65	–	–	﹤0.01%	570
2024 Q3	$8.6K	Hold	65	–	–	﹤0.01%	572
2024 Q2	$7.85K	Hold	65	–	–	﹤0.01%	579
2024 Q1	$8.15K	Hold	65	–	–	﹤0.01%	566
2023 Q4	$7.56K	Hold	65	–	–	﹤0.01%	574
2023 Q3	$6.78K	Hold	65	–	–	﹤0.01%	564
2023 Q2	$7.14K	Hold	65	–	–	﹤0.01%	565
2023 Q1	$6.9K	Hold	65	–	–	0.01%	425
2022 Q4	$6.85K	Buy	+65	New	+$6.82K	0.01%	271

Other funds holding IWS

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Caldwell Sutter Capital's IWS Position: Q3 2026 in Review

Caldwell Sutter Capital held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 65 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Caldwell Sutter Capital first reported a position in IWS in Q4 2022 and has held it in 16 quarters since. The position peaked at $10.7K in Q2 2026. 816 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Caldwell Sutter Capital held 65 shares of iShares Russell Mid-Cap Value ETF worth $10.4K as of Q3 2026.
Caldwell Sutter Capital left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #603 holding.
Caldwell Sutter Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 16 quarters since.
Caldwell Sutter Capital's iShares Russell Mid-Cap Value ETF position peaked at $10.7K in Q2 2026.
816 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.