Future Fund LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Future Fund LLC’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
2025 Q4	–	Sell	-27,975	Closed	-$3.91M	–	166
2025 Q3	$3.91M	Hold	27,975	–	–	1.38%	11
2025 Q2	$3.7M	Buy	+27,975	New	+$3.51M	1.65%	8

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Future Fund LLC's IWS Position: Q4 2025 in Review

Future Fund LLC sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 27,975 shares — an estimated $3.91M sold.

Future Fund LLC first reported a position in IWS in Q2 2025 and held it in 2 quarters. The position peaked at $3.91M in Q3 2025. 990 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Future Fund LLC reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Future Fund LLC sold 27,975 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $3.91M.
Future Fund LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and held it in 2 quarters.
Future Fund LLC's iShares Russell Mid-Cap Value ETF position peaked at $3.91M in Q3 2025.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Future Fund LLC's 13F filing for Q4 2025, filed 10 Feb 2026.