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Community Financial Services Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Community Financial Services Group’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 		$2.14K Buy
+13
New +$2.05K ﹤0.01% 482

Other funds holding IWS

Envestnet Portfolio Solutions
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
SW
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
RA
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

Community Financial Services Group's IWS Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 13 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #482 among its holdings.

239 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Community Financial Services Group held 13 shares of iShares Russell Mid-Cap Value ETF worth $2.14K as of Q2 2026.
  • iShares Russell Mid-Cap Value ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #482 holding.
  • 239 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.