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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Caldwell Sutter Capital's IWS Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 65 shares worth $10.7K. 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 15 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Caldwell Sutter Capital held 65 shares of iShares Russell Mid-Cap Value ETF worth $10.7K as of Q2 2026.
Caldwell Sutter Capital left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 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 15 quarters since.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.