Fortis Capital Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Fortis Capital Advisors’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	$1.21M	Buy	8,280 +1,567	+23%	+$233K	0.16%	105
2025 Q4	$947K	Sell	6,713 -133	-2%	-$18.6K	0.14%	132
2025 Q3	$956K	Sell	6,846 -411	-6%	-$56.2K	0.15%	114
2025 Q2	$959K	Sell	7,257 -854	-11%	-$107K	0.17%	94
2025 Q1	$1.02M	Buy	+8,111	New	+$1.06M	0.21%	86

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Fortis Capital Advisors's IWS Position: Q1 2026 in Review

Fortis Capital Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 23% in Q1 2026, buying an estimated $233K and bringing the position to 8,280 shares worth $1.21M. The position accounts for 0.16% of the portfolio, ranked #105.

Fortis Capital Advisors first reported a position in IWS in Q1 2025 and has held it in 5 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Fortis Capital Advisors held 8,280 shares of iShares Russell Mid-Cap Value ETF worth $1.21M as of Q1 2026.
Fortis Capital Advisors bought 1,567 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $233K.
iShares Russell Mid-Cap Value ETF made up 0.16% of Fortis Capital Advisors's portfolio in Q1 2026, its #105 holding.
Fortis Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.