Clark Capital Management Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Clark Capital Management Group’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	$384K	Buy	2,331 +697	+43%	+$110K	﹤0.01%	434
2026 Q1	$238K	Sell	1,634 -651	-28%	-$96.6K	﹤0.01%	480
2025 Q4	$322K	Buy	2,285 +651	+40%	+$91K	﹤0.01%	417
2025 Q3	$228K	Buy	+1,634	New	+$223K	﹤0.01%	426
2025 Q2	–	Sell	-1,653	Closed	-$208K	–	445
2025 Q1	$208K	Sell	1,653 -232	-12%	-$30.2K	﹤0.01%	414
2024 Q4	$244K	Buy	+1,885	New	+$252K	﹤0.01%	393
2023 Q3	–	Sell	-2,717	Closed	-$298K	–	352
2023 Q2	$298K	Buy	+2,717	New	+$286K	﹤0.01%	312
2023 Q1	–	Sell	-1,904	Closed	-$201K	–	352
2022 Q4	$201K	Buy	+1,904	New	+$200K	﹤0.01%	341
2017 Q1	–	Sell	-2,687	Closed	-$216K	–	296
2016 Q4	$216K	Sell	2,687 -66,534	-96%	-$5.18M	0.01%	279
2016 Q3	$5.31M	Sell	69,221 -597,190	-90%	-$45.5M	0.3%	114
2016 Q2	$49.5M	Buy	+666,411	New	+$48.3M	3.2%	3
2014 Q4	–	Sell	-3,411	Closed	-$239K	–	324
2014 Q3	$239K	Sell	3,411 -713,194	-100%	-$51.1M	0.02%	266
2014 Q2	$52M	Buy	716,605 +451,603	+170%	+$31.5M	4.33%	4
2014 Q1	$18.2M	Buy	265,002 +256,846	+3,149%	+$17.1M	1.57%	13
2013 Q4	$536K	Hold	8,156	–	–	0.04%	171
2013 Q3	$497K	Sell	8,156 -2,609	-24%	-$157K	0.04%	181
2013 Q2	$624K	Buy	+10,765	New	+$624K	0.06%	161

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

Clark Capital Management Group's IWS Position: Q2 2026 in Review

Clark Capital Management Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 43% in Q2 2026, buying an estimated $110K and bringing the position to 2,331 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Clark Capital Management Group first reported a position in IWS in Q2 2013 and has held it in 17 quarters since. The position peaked at $52M in Q2 2014. 1,044 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Clark Capital Management Group held 2,331 shares of iShares Russell Mid-Cap Value ETF worth $384K as of Q2 2026.
Clark Capital Management Group bought 697 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $110K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #434 holding.
Clark Capital Management Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 17 quarters since.
Clark Capital Management Group's iShares Russell Mid-Cap Value ETF position peaked at $52M in Q2 2014.
1,044 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.