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Diversified Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Diversified Management’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 		$478K Buy
2,976
+101
+4% +$16.9K 0.08% 165
2026
Q2 		$473K Sell
2,875
-2,725
-49% -$430K 0.1% 105
2026
Q1 		$816K Buy
5,600
+2,725
+95% +$404K 0.14% 140
2025
Q4 		$406K Buy
+2,875
New +$402K 0.09% 118

Other funds holding IWS

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return

Diversified Management's IWS Position: Q3 2026 in Review

Diversified Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.5% in Q3 2026, buying an estimated $16.9K and bringing the position to 2,976 shares worth $478K. The position accounts for 0.08% of the portfolio, ranked #165.

Diversified Management first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. The position peaked at $816K in Q1 2026. 56 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Diversified Management held 2,976 shares of iShares Russell Mid-Cap Value ETF worth $478K as of Q3 2026.
  • Diversified Management bought 101 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $16.9K.
  • iShares Russell Mid-Cap Value ETF made up 0.08% of Diversified Management's portfolio in Q3 2026, its #165 holding.
  • Diversified Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's iShares Russell Mid-Cap Value ETF position peaked at $816K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.