Oak Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
Other funds holding IWS
Oak Asset Management's IWS Position: Q3 2026 in Review
Oak Asset Management increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.8% in Q3 2026, buying an estimated $5.2K and bringing the position to 3,894 shares worth $626K. The position accounts for 0.2% of the portfolio, ranked #72.
Oak Asset Management first reported a position in IWS in Q1 2026 and has held it in 3 quarters since. The position peaked at $636K in Q2 2026. 409 funds tracked by Wall St. Rank hold IWS as of Q3 2026.
- Oak Asset Management held 3,894 shares of iShares Russell Mid-Cap Value ETF worth $626K as of Q3 2026.
- Oak Asset Management bought 31 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $5.2K.
- iShares Russell Mid-Cap Value ETF made up 0.2% of Oak Asset Management's portfolio in Q3 2026, its #72 holding.
- Oak Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
- Oak Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $636K in Q2 2026.
- 409 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.
Based on Oak Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.