Thurston Springer Miller Herd & Titak’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Thurston Springer Miller Herd & Titak’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	$5.6K	Hold	34	–	–	﹤0.01%	968
2026 Q1	$4.96K	Hold	34	–	–	﹤0.01%	1051
2025 Q4	$4.79K	Hold	34	–	–	﹤0.01%	1107
2025 Q3	$4.75K	Hold	34	–	–	0.01%	416
2025 Q2	$4.49K	Hold	34	–	–	﹤0.01%	1304
2025 Q1	$4.28K	Hold	34	–	–	﹤0.01%	1309
2024 Q4	$4.4K	Hold	34	–	–	﹤0.01%	1042
2024 Q3	$4.5K	Hold	34	–	–	﹤0.01%	1220
2024 Q2	$4.11K	Buy	+34	New	+$4.13K	﹤0.01%	1211

Other funds holding IWS

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's IWS Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 34 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Thurston Springer Miller Herd & Titak first reported a position in IWS in Q2 2024 and has held it in 9 quarters since. 218 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Thurston Springer Miller Herd & Titak held 34 shares of iShares Russell Mid-Cap Value ETF worth $5.6K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #968 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
218 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.