Fulton Bank
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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
Q3 		$484K Buy
3,014
+175
+6% +$29.3K 0.01% 479
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

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
LPWM LLC
LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Fulton Bank's IWS Position: Q3 2026 in Review

Fulton Bank increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.2% in Q3 2026, buying an estimated $29.3K and bringing the position to 3,014 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #479.

Fulton Bank first reported a position in IWS in Q2 2013 and has held it in 23 quarters since. The position peaked at $821K in Q4 2015. 262 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Fulton Bank held 3,014 shares of iShares Russell Mid-Cap Value ETF worth $484K as of Q3 2026.
  • Fulton Bank bought 175 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $29.3K.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Fulton Bank's portfolio in Q3 2026, its #479 holding.
  • Fulton Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 23 quarters since.
  • Fulton Bank's iShares Russell Mid-Cap Value ETF position peaked at $821K in Q4 2015.
  • 262 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.