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Vicus Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Vicus Capital’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
-1,574
Closed -$220K – 264
2025
Q3 		$220K Buy
1,574
+2
+0.1% +$273 0.02% 255
2025
Q2 		$208K Buy
+1,572
New +$197K 0.02% 257

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vicus Capital's IWS Position: Q4 2025 in Review

Vicus Capital sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2025, closing a stake of 1,574 shares — an estimated $220K sold.

Vicus Capital first reported a position in IWS in Q2 2025 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 991 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

  • Vicus Capital reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Vicus Capital sold 1,574 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $220K.
  • Vicus Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2025 and held it in 2 quarters.
  • Vicus Capital's iShares Russell Mid-Cap Value ETF position peaked at $220K in Q3 2025.
  • 991 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

Based on Vicus Capital's 13F filing for Q4 2025, filed 22 Jan 2026.