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
2026 Q2	$113K	Buy	+684	New	+$108K	0.03%	119
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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 $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cutler Capital Management's IWS Position: Q2 2026 in Review

Cutler Capital Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026: 684 shares worth $113K. The stake represents 0.03% of the portfolio and ranks #119 among its holdings. This is a return to the name: Cutler Capital Management previously reported a position in IWS as recently as Q3 2025.

Cutler Capital Management first reported a position in IWS in Q1 2024 and has held it in 8 quarters since. The position peaked at $124K in Q3 2025. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Cutler Capital Management held 684 shares of iShares Russell Mid-Cap Value ETF worth $113K as of Q2 2026.
iShares Russell Mid-Cap Value ETF was a new Cutler Capital Management position in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.03% of Cutler Capital Management's portfolio in Q2 2026, its #119 holding.
Cutler Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
Cutler Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $124K in Q3 2025.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Cutler Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.