Burk Holdings’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Burk Holdings’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	$148K	Hold	902	–	–	0.05%	90
2026 Q1	$131K	Buy	+902	New	+$134K	0.06%	96

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

Burk Holdings's IWS Position: Q2 2026 in Review

Burk Holdings held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 902 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #90.

Burk Holdings first reported a position in IWS in Q1 2026 and has held it in 2 quarters since. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Burk Holdings held 902 shares of iShares Russell Mid-Cap Value ETF worth $148K as of Q2 2026.
Burk Holdings left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.05% of Burk Holdings's portfolio in Q2 2026, its #90 holding.
Burk Holdings first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.