Burk Holdings
IWS icon

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
Q3 		$145K Hold
902
– – 0.05% 98
2026
Q2 		$148K Hold
902
– – 0.05% 90
2026
Q1 		$131K Buy
+902
New +$134K 0.06% 96

Other funds holding IWS

TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Burk Holdings's IWS Position: Q3 2026 in Review

Burk Holdings held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 902 shares worth $145K. The position accounts for 0.05% of the portfolio, ranked #98.

Burk Holdings first reported a position in IWS in Q1 2026 and has held it in 3 quarters since. The position peaked at $148K in Q2 2026. 825 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Burk Holdings held 902 shares of iShares Russell Mid-Cap Value ETF worth $145K as of Q3 2026.
  • Burk Holdings left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of Burk Holdings's portfolio in Q3 2026, its #98 holding.
  • Burk Holdings first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • Burk Holdings's iShares Russell Mid-Cap Value ETF position peaked at $148K in Q2 2026.
  • 825 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.