CX Institutional’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

CX Institutional’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 Q3	$97K	Buy	601 +2	+0.3%	+$335	﹤0.01%	883
2026 Q2	$99K	Sell	599 -138	-19%	-$21.8K	﹤0.01%	863
2026 Q1	$107K	Sell	737 -142	-16%	-$21.1K	﹤0.01%	840
2025 Q4	$124K	Sell	879 -128	-13%	-$17.9K	﹤0.01%	816
2025 Q3	$141K	Buy	+1,007	New	+$138K	﹤0.01%	773
2022 Q4	–	Sell	-3,077	Closed	-$296K	–	534
2022 Q3	$296K	Sell	3,077 -797	-21%	-$85.1K	0.02%	393
2022 Q2	$393K	Buy	+3,874	New	+$433K	0.03%	359
2020 Q3	–	Sell	-49	Closed	-$4K	–	897
2020 Q2	$4K	Buy	+49	New	+$3.57K	﹤0.01%	683

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

CX Institutional's IWS Position: Q3 2026 in Review

CX Institutional increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.33% in Q3 2026, buying an estimated $335 and bringing the position to 601 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

CX Institutional first reported a position in IWS in Q2 2020 and has held it in 8 quarters since. The position peaked at $393K in Q2 2022. 317 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

CX Institutional held 601 shares of iShares Russell Mid-Cap Value ETF worth $97K as of Q3 2026.
CX Institutional bought 2 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $335.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #883 holding.
CX Institutional first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2020 and has held it in 8 quarters since.
CX Institutional's iShares Russell Mid-Cap Value ETF position peaked at $393K in Q2 2022.
317 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.