Cynosure Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cynosure Group’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
2025 Q2	–	Sell	-3,003	Closed	-$378K	–	390
2025 Q1	$378K	Hold	3,003	–	–	0.05%	177
2024 Q4	$388K	Hold	3,003	–	–	0.06%	154
2024 Q3	$397K	Hold	3,003	–	–	0.06%	209
2024 Q2	$363K	Sell	3,003 -249	-8%	-$30.3K	0.06%	310
2024 Q1	$408K	Sell	3,252 -738	-18%	-$86.9K	0.07%	138
2023 Q4	$464K	Buy	3,990 +769	+24%	+$81.9K	0.08%	123
2023 Q3	$336K	Buy	+3,221	New	+$355K	0.1%	120

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cynosure Group's IWS Position: Q2 2025 in Review

Cynosure Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2025, closing a stake of 3,003 shares — an estimated $378K sold.

Cynosure Group first reported a position in IWS in Q3 2023 and held it in 7 quarters. The position peaked at $464K in Q4 2023. 919 funds tracked by Wall St. Rank hold IWS as of Q2 2025.

Cynosure Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Cynosure Group sold 3,003 iShares Russell Mid-Cap Value ETF shares in Q2 2025, an estimated $378K.
Cynosure Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2023 and held it in 7 quarters.
Cynosure Group's iShares Russell Mid-Cap Value ETF position peaked at $464K in Q4 2023.
919 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2025.

Based on Cynosure Group's 13F filing for Q2 2025, filed 12 Aug 2025.