Monarch Capital Management
IWS icon

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

Monarch Capital 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 		$244K Hold
1,520
– – 0.06% 126
2026
Q2 		$250K Buy
+1,520
New +$240K 0.06% 124

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Monarch Capital Management's IWS Position: Q3 2026 in Review

Monarch Capital Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 1,520 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #126.

Monarch Capital Management first reported a position in IWS in Q2 2026 and has held it in 2 quarters since. The position peaked at $250K in Q2 2026. 450 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Monarch Capital Management held 1,520 shares of iShares Russell Mid-Cap Value ETF worth $244K as of Q3 2026.
  • Monarch Capital Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.06% of Monarch Capital Management's portfolio in Q3 2026, its #126 holding.
  • Monarch Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • Monarch Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $250K in Q2 2026.
  • 450 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Monarch Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.