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

Oarsman Capital’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 		$264K Hold
1,602
– – 0.03% 206
2026
Q1 		$233K Hold
1,602
– – 0.03% 211
2025
Q4 		$226K Hold
1,602
– – 0.03% 215
2025
Q3 		$224K Sell
1,602
-205
-11% -$28K 0.03% 221
2025
Q2 		$239K Hold
1,807
– – 0.04% 219
2025
Q1 		$228K Sell
1,807
-209
-10% -$27.2K 0.04% 207
2024
Q4 		$261K Hold
2,016
– – 0.05% 195
2024
Q3 		$267K Buy
2,016
+209
+12% +$26.4K 0.05% 194
2024
Q2 		$218K Buy
1,807
+205
+13% +$24.9K 0.05% 216
2024
Q1 		$201K Buy
+1,602
New +$189K 0.05% 230
2020
Q1 		– Sell
-2,334
Closed -$221K – 149
2019
Q4 		$221K Hold
2,334
– – 0.1% 170
2019
Q3 		$209K Hold
2,334
– – 0.1% 174
2019
Q2 		$208K Hold
2,334
– – 0.09% 170
2019
Q1 		$203K Buy
+2,334
New +$197K 0.1% 168
2018
Q2 		– Sell
-3,014
Closed -$261K – 181
2018
Q1 		$261K Sell
3,014
-10
-0.3% -$887 0.12% 156
2017
Q4 		$270K Sell
3,024
-99
-3% -$8.6K 0.12% 159
2017
Q3 		$265K Hold
3,123
– – 0.11% 159
2017
Q2 		$263K Buy
3,123
+17
+0.5% +$1.42K 0.12% 159
2017
Q1 		$258K Buy
3,106
+315
+11% +$26K 0.12% 161
2016
Q4 		$224K Sell
2,791
-390
-12% -$30.4K 0.14% 144
2016
Q3 		$244K Sell
3,181
-621
-16% -$47.4K 0.12% 159
2016
Q2 		$282K Buy
3,802
+227
+6% +$16.5K 0.15% 149
2016
Q1 		$254K Sell
3,575
-513
-13% -$33.8K 0.14% 159
2015
Q4 		$281K Buy
4,088
+566
+16% +$39.8K 0.16% 149
2015
Q3 		$236K Buy
+3,522
New +$250K 0.14% 155

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Oarsman Capital's IWS Position: Q2 2026 in Review

Oarsman Capital held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,602 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #206.

Oarsman Capital first reported a position in IWS in Q3 2015 and has held it in 25 quarters since. The position peaked at $282K in Q2 2016. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Oarsman Capital held 1,602 shares of iShares Russell Mid-Cap Value ETF worth $264K as of Q2 2026.
  • Oarsman Capital left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of Oarsman Capital's portfolio in Q2 2026, its #206 holding.
  • Oarsman Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2015 and has held it in 25 quarters since.
  • Oarsman Capital's iShares Russell Mid-Cap Value ETF position peaked at $282K in Q2 2016.
  • 1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.