TAM
IWS icon

Titleist Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Titleist Asset Management’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
Q3 		– Sell
-1,378
Closed -$227K – 436
2026
Q2 		$227K Sell
1,378
-18
-1% -$2.84K 0.02% 390
2026
Q1 		$204K Buy
+1,396
New +$207K 0.02% 393

Other funds holding IWS

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Titleist Asset Management's IWS Position: Q3 2026 in Review

Titleist Asset Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026, closing a stake of 1,378 shares — an estimated $227K sold.

Titleist Asset Management first reported a position in IWS in Q1 2026 and held it in 2 quarters. The position peaked at $227K in Q2 2026. 62 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Titleist Asset Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2026 after selling out during the quarter.
  • Titleist Asset Management sold 1,378 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $227K.
  • Titleist Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and held it in 2 quarters.
  • Titleist Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $227K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.