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 Q3	$280K	Sell	1,745 -33	-2%	-$5.53K	0.01%	463
2026 Q2	$293K	Buy	1,778 +373	+27%	+$58.9K	0.01%	439
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Heritage Wealth Advisors Richmond, Virginia $2.78B AUM 16% 1-Year Est. Return

Cyndeo Wealth Partners's IWS Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.9% in Q3 2026, selling an estimated $5.53K and leaving 1,745 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #463.

Cyndeo Wealth Partners first reported a position in IWS in Q1 2025 and has held it in 5 quarters since. The position peaked at $407K in Q4 2025. 681 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Cyndeo Wealth Partners held 1,745 shares of iShares Russell Mid-Cap Value ETF worth $280K as of Q3 2026.
Cyndeo Wealth Partners sold 33 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $5.53K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #463 holding.
Cyndeo Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
Cyndeo Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $407K in Q4 2025.
681 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.