Fulton Bank’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Fulton Bank’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	$467K	Hold	2,839	–	–	0.01%	505
2026 Q1	$414K	Hold	2,839	–	–	0.01%	490
2025 Q4	$400K	Hold	2,839	–	–	0.01%	492
2025 Q3	$397K	Hold	2,839	–	–	0.01%	485
2025 Q2	$375K	Buy	2,839 +625	+28%	+$78.4K	0.01%	488
2025 Q1	$279K	Hold	2,214	–	–	0.01%	546
2024 Q4	$286K	Hold	2,214	–	–	0.01%	553
2024 Q3	$293K	Buy	+2,214	New	+$280K	0.01%	554
2020 Q1	–	Sell	-7,124	Closed	-$675K	–	410
2019 Q4	$675K	Hold	7,124	–	–	0.04%	237
2019 Q3	$639K	Sell	7,124 -200	-3%	-$17.7K	0.04%	234
2019 Q2	$653K	Sell	7,324 -14	-0.2%	-$1.23K	0.04%	236
2019 Q1	$637K	Sell	7,338 -831	-10%	-$70.1K	0.04%	235
2018 Q4	$623K	Buy	+8,169	New	+$683K	0.05%	223
2017 Q1	–	Sell	-2,506	Closed	-$202K	–	429
2016 Q4	$202K	Buy	+2,506	New	+$195K	0.02%	395
2016 Q1	–	Sell	-11,961	Closed	-$821K	–	389
2015 Q4	$821K	Buy	11,961 +1,694	+16%	+$119K	0.09%	165
2015 Q3	$689K	Buy	10,267 +1,350	+15%	+$96K	0.08%	177
2015 Q2	$658K	Hold	8,917	–	–	0.07%	200
2015 Q1	$671K	Buy	+8,917	New	+$665K	0.07%	199
2014 Q2	–	Sell	-8,757	Closed	-$602K	–	379
2014 Q1	$602K	Sell	8,757 -1,228	-12%	-$81.6K	0.07%	187
2013 Q4	$656K	Buy	9,985 +3,520	+54%	+$224K	0.08%	183
2013 Q3	$394K	Buy	6,465 +2,816	+77%	+$170K	0.05%	226
2013 Q2	$211K	Buy	+3,649	New	+$211K	0.03%	289

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Fulton Bank's IWS Position: Q2 2026 in Review

Fulton Bank held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,839 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #505.

Fulton Bank first reported a position in IWS in Q2 2013 and has held it in 22 quarters since. The position peaked at $821K in Q4 2015. 225 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Fulton Bank held 2,839 shares of iShares Russell Mid-Cap Value ETF worth $467K as of Q2 2026.
Fulton Bank left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.01% of Fulton Bank's portfolio in Q2 2026, its #505 holding.
Fulton Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 22 quarters since.
Fulton Bank's iShares Russell Mid-Cap Value ETF position peaked at $821K in Q4 2015.
225 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.