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 Q2	$210K	Sell	1,276 -146	-10%	-$23K	﹤0.01%	860
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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 $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fiduciary Trust's IWS Position: Q2 2026 in Review

Fiduciary Trust reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 10% in Q2 2026, selling an estimated $23K and leaving 1,276 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Fiduciary Trust first reported a position in IWS in Q2 2025 and has held it in 5 quarters since. The position peaked at $307K in Q4 2025. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Fiduciary Trust held 1,276 shares of iShares Russell Mid-Cap Value ETF worth $210K as of Q2 2026.
Fiduciary Trust sold 146 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $23K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #860 holding.
Fiduciary Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
Fiduciary Trust's iShares Russell Mid-Cap Value ETF position peaked at $307K in Q4 2025.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.