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 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

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

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

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

CX Institutional's IWS Position: Q2 2026 in Review

CX Institutional reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 19% in Q2 2026, selling an estimated $21.8K and leaving 599 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

CX Institutional first reported a position in IWS in Q2 2020 and has held it in 7 quarters since. The position peaked at $393K in Q2 2022. 215 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

CX Institutional held 599 shares of iShares Russell Mid-Cap Value ETF worth $99K as of Q2 2026.
CX Institutional sold 138 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $21.8K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #863 holding.
CX Institutional first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2020 and has held it in 7 quarters since.
CX Institutional's iShares Russell Mid-Cap Value ETF position peaked at $393K in Q2 2022.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.