Choate Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Choate Investment Advisors’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
2025 Q3	–	Sell	-295	Closed	-$39K	–	459
2025 Q2	$39K	Sell	295 -3,424	-92%	-$429K	﹤0.01%	445
2025 Q1	$468K	Hold	3,719	–	–	0.01%	264
2024 Q4	$481K	Buy	+3,719	New	+$498K	0.01%	273
2023 Q4	–	Sell	-641	Closed	-$66.9K	–	414
2023 Q3	$66.9K	Buy	+641	New	+$70.6K	﹤0.01%	388

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Choate Investment Advisors's IWS Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2025, closing a stake of 295 shares — an estimated $39K sold.

Choate Investment Advisors first reported a position in IWS in Q3 2023 and held it in 4 quarters. The position peaked at $481K in Q4 2024. 933 funds tracked by Wall St. Rank hold IWS as of Q3 2025.

Choate Investment Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 295 iShares Russell Mid-Cap Value ETF shares in Q3 2025, an estimated $39K.
Choate Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2023 and held it in 4 quarters.
Choate Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $481K in Q4 2024.
933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.