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

Fiduciary 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
Q1 		– Sell
-2,591
Closed -$365K – 83
2025
Q4 		$365K Hold
2,591
– – 0.15% 59
2025
Q3 		$362K Hold
2,591
– – 0.15% 59
2025
Q2 		$342K Buy
+2,591
New +$325K 0.32% 37

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 Wealth Partners's IWS Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2026, closing a stake of 2,591 shares — an estimated $365K sold.

Fiduciary Wealth Partners first reported a position in IWS in Q2 2025 and held it in 3 quarters. The position peaked at $365K in Q4 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Fiduciary Wealth Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 2,591 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $365K.
  • Fiduciary Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and held it in 3 quarters.
  • Fiduciary Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $365K in Q4 2025.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.