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Cyndeo Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cyndeo Wealth Partners’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
Q1 		$205K Sell
1,405
-1,482
-51% -$220K 0.01% 469
2025
Q4 		$407K Buy
+2,887
New +$404K 0.02% 354
2025
Q2 		– Sell
-1,596
Closed -$201K – 483
2025
Q1 		$201K Buy
+1,596
New +$208K 0.01% 437

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Cyndeo Wealth Partners's IWS Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 51% in Q1 2026, selling an estimated $220K and leaving 1,405 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #469.

Cyndeo Wealth Partners first reported a position in IWS in Q1 2025 and has held it in 3 quarters since. The position peaked at $407K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Cyndeo Wealth Partners held 1,405 shares of iShares Russell Mid-Cap Value ETF worth $205K as of Q1 2026.
  • Cyndeo Wealth Partners sold 1,482 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $220K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #469 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 3 quarters since.
  • Cyndeo Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $407K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.