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 Q2	$1.31M	Sell	7,945 -335	-4%	-$52.9K	0.15%	121
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 $1.89T 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 19.28% 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

Fortis Capital Advisors's IWS Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4% in Q2 2026, selling an estimated $52.9K and leaving 7,945 shares worth $1.31M. The position accounts for 0.15% of the portfolio, ranked #121.

Fortis Capital Advisors first reported a position in IWS in Q1 2025 and has held it in 6 quarters since. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Fortis Capital Advisors held 7,945 shares of iShares Russell Mid-Cap Value ETF worth $1.31M as of Q2 2026.
Fortis Capital Advisors sold 335 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $52.9K.
iShares Russell Mid-Cap Value ETF made up 0.15% of Fortis Capital Advisors's portfolio in Q2 2026, its #121 holding.
Fortis Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.