Operose Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Operose Advisors's IWS Position: Q2 2026 in Review

Operose Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 181% in Q2 2026, buying an estimated $133K and bringing the position to 1,306 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #167.

Operose Advisors first reported a position in IWS in Q1 2023 and has held it in 12 quarters since. 1,042 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

• Operose Advisors held 1,306 shares of iShares Russell Mid-Cap Value ETF worth $215K as of Q2 2026.
• Operose Advisors bought 841 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $133K.
• iShares Russell Mid-Cap Value ETF made up 0.04% of Operose Advisors's portfolio in Q2 2026, its #167 holding.
• Operose Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 12 quarters since.
• 1,042 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.