Cutler Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cutler Capital Management’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 Q4	–	Sell	-886	Closed	-$124K	–	125
2025 Q3	$124K	Hold	886	–	–	0.04%	119
2025 Q2	$117K	Hold	886	–	–	0.04%	113
2025 Q1	$112K	Hold	886	–	–	0.04%	114
2024 Q4	$115K	Hold	886	–	–	0.04%	110
2024 Q3	$117K	Hold	886	–	–	0.04%	104
2024 Q2	$107K	Hold	886	–	–	0.04%	107
2024 Q1	$111K	Buy	+886	New	+$104K	0.04%	105

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cutler Capital Management's IWS Position: Q4 2025 in Review

Cutler Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 886 shares — an estimated $124K sold.

Cutler Capital Management first reported a position in IWS in Q1 2024 and held it in 7 quarters. The position peaked at $124K in Q3 2025. 990 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Cutler Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Cutler Capital Management sold 886 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $124K.
Cutler Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and held it in 7 quarters.
Cutler Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $124K in Q3 2025.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Cutler Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.