Diversified Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
Other funds holding IWS
TCIIS
FCBT
Diversified Management's IWS Position: Q2 2026 in Review
Diversified Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 49% in Q2 2026, selling an estimated $430K and leaving 2,875 shares worth $473K. The position accounts for 0.1% of the portfolio, ranked #105.
Diversified Management first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. The position peaked at $816K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.
- Diversified Management held 2,875 shares of iShares Russell Mid-Cap Value ETF worth $473K as of Q2 2026.
- Diversified Management sold 2,725 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $430K.
- iShares Russell Mid-Cap Value ETF made up 0.1% of Diversified Management's portfolio in Q2 2026, its #105 holding.
- Diversified Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
- Diversified Management's iShares Russell Mid-Cap Value ETF position peaked at $816K in Q1 2026.
- 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.
Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.