City National Bank of Florida’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

City National Bank of Florida’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 Q1	–	Sell	-2,500	Closed	-$353K	–	141
2025 Q4	$353K	Hold	2,500	–	–	0.23%	80
2025 Q3	$349K	Hold	2,500	–	–	0.23%	84
2025 Q2	$330K	Hold	2,500	–	–	0.24%	82
2025 Q1	$315K	Buy	+2,500	New	+$326K	0.28%	79

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

City National Bank of Florida's IWS Position: Q1 2026 in Review

City National Bank of Florida sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 2,500 shares — an estimated $353K sold.

City National Bank of Florida first reported a position in IWS in Q1 2025 and held it in 4 quarters. The position peaked at $353K in Q4 2025. 993 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

City National Bank of Florida reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
City National Bank of Florida sold 2,500 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $353K.
City National Bank of Florida first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and held it in 4 quarters.
City National Bank of Florida's iShares Russell Mid-Cap Value ETF position peaked at $353K in Q4 2025.
993 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on City National Bank of Florida's 13F filing for Q1 2026, filed 15 May 2026.