FT
IWS icon

Fiduciary Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Fiduciary Trust’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 		$207K Sell
1,422
-754
-35% -$112K ﹤0.01% 837
2025
Q4 		$307K Buy
2,176
+173
+9% +$24.2K ﹤0.01% 709
2025
Q3 		$280K Hold
2,003
– – ﹤0.01% 731
2025
Q2 		$265K Buy
+2,003
New +$251K ﹤0.01% 715

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

Fiduciary Trust's IWS Position: Q1 2026 in Review

Fiduciary Trust reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 35% in Q1 2026, selling an estimated $112K and leaving 1,422 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Fiduciary Trust first reported a position in IWS in Q2 2025 and has held it in 4 quarters since. The position peaked at $307K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Fiduciary Trust held 1,422 shares of iShares Russell Mid-Cap Value ETF worth $207K as of Q1 2026.
  • Fiduciary Trust sold 754 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $112K.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #837 holding.
  • Fiduciary Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Fiduciary Trust's iShares Russell Mid-Cap Value ETF position peaked at $307K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.