Fortitude Family Office’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Fortitude Family Office’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	$487K	Hold	2,960	–	–	0.09%	91
2026 Q1	$431K	Hold	2,960	–	–	0.1%	94
2025 Q4	$418K	Hold	2,960	–	–	0.1%	108
2025 Q3	$413K	Buy	+2,960	New	+$405K	0.11%	100

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

Fortitude Family Office's IWS Position: Q2 2026 in Review

Fortitude Family Office held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,960 shares worth $487K. The position accounts for 0.09% of the portfolio, ranked #91.

Fortitude Family Office first reported a position in IWS in Q3 2025 and has held it in 4 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Fortitude Family Office held 2,960 shares of iShares Russell Mid-Cap Value ETF worth $487K as of Q2 2026.
Fortitude Family Office left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.09% of Fortitude Family Office's portfolio in Q2 2026, its #91 holding.
Fortitude Family Office first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.