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 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

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

Norden Group's IWS Position: Q2 2026 in Review

Norden Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 21% in Q2 2026, selling an estimated $314K and leaving 7,569 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #177.

Norden Group first reported a position in IWS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q1 2026. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Norden Group held 7,569 shares of iShares Russell Mid-Cap Value ETF worth $1.25M as of Q2 2026.
Norden Group sold 1,990 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $314K.
iShares Russell Mid-Cap Value ETF made up 0.1% of Norden Group's portfolio in Q2 2026, its #177 holding.
Norden Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Norden Group's iShares Russell Mid-Cap Value ETF position peaked at $1.39M in Q1 2026.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.