Cary Street Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cary Street Partners’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	$1.08M	Buy	6,555 +17	+0.3%	+$2.68K	0.02%	484
2026 Q1	$953K	Sell	6,538 -2	-0%	-$297	0.02%	449
2025 Q4	$922K	Buy	6,540 +668	+11%	+$93.4K	0.02%	453
2025 Q3	$820K	Sell	5,872 -364	-6%	-$49.8K	0.02%	470
2025 Q2	$824K	Buy	6,236 +97	+2%	+$12.2K	0.02%	444
2025 Q1	$773K	Hold	6,139	–	–	0.02%	443
2024 Q4	$794K	Buy	+6,139	New	+$822K	0.03%	424

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Cary Street Partners's IWS Position: Q2 2026 in Review

Cary Street Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.26% in Q2 2026, buying an estimated $2.68K and bringing the position to 6,555 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #484.

Cary Street Partners first reported a position in IWS in Q4 2024 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Cary Street Partners held 6,555 shares of iShares Russell Mid-Cap Value ETF worth $1.08M as of Q2 2026.
Cary Street Partners bought 17 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $2.68K.
iShares Russell Mid-Cap Value ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #484 holding.
Cary Street Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
239 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.