Norden Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Norden 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 Q3	$1.22M	Hold	7,569	–	–	0.09%	178
2026 Q2	$1.25M	Sell	7,569 -1,990	-21%	-$314K	0.1%	177
2026 Q1	$1.39M	Buy	9,559 +40	+0.4%	+$5.94K	0.13%	147
2025 Q4	$1.34M	Buy	9,519 +375	+4%	+$52.4K	0.13%	139
2025 Q3	$1.28M	Sell	9,144 -1,240	-12%	-$169K	0.13%	150
2025 Q2	$1.37M	Hold	10,384	–	–	0.15%	143
2025 Q1	$1.31M	Hold	10,384	–	–	0.15%	130
2024 Q4	$1.34M	Hold	10,384	–	–	0.15%	139
2024 Q3	$1.37M	Buy	+10,384	New	+$1.31M	0.16%	137

Other funds holding IWS

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Norden Group's IWS Position: Q3 2026 in Review

Norden Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 7,569 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #178.

Norden Group first reported a position in IWS in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.39M in Q1 2026. 635 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

Norden Group held 7,569 shares of iShares Russell Mid-Cap Value ETF worth $1.22M as of Q3 2026.
Norden Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.09% of Norden Group's portfolio in Q3 2026, its #178 holding.
Norden Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 9 quarters since.
Norden Group's iShares Russell Mid-Cap Value ETF position peaked at $1.39M in Q1 2026.
635 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Norden Group's 13F filing for Q3 2026, filed 20 Oct 2026.