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 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

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

Cyndeo Wealth Partners's IWS Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 27% in Q2 2026, buying an estimated $58.9K and bringing the position to 1,778 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #439.

Cyndeo Wealth Partners first reported a position in IWS in Q1 2025 and has held it in 4 quarters since. The position peaked at $407K in Q4 2025. 239 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Cyndeo Wealth Partners held 1,778 shares of iShares Russell Mid-Cap Value ETF worth $293K as of Q2 2026.
Cyndeo Wealth Partners bought 373 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $58.9K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #439 holding.
Cyndeo Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 4 quarters since.
Cyndeo Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $407K in Q4 2025.
239 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.