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

Triumph Capital 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
Q2 		$34.7K Hold
211
– – 0.01% 777
2026
Q1 		$30.8K Hold
211
– – 0.01% 760
2025
Q4 		$29.8K Buy
+211
New +$29.5K 0.01% 755

Other funds holding IWS

Envestnet Portfolio Solutions
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
SW
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

Triumph Capital Management's IWS Position: Q2 2026 in Review

Triumph Capital Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 211 shares worth $34.7K. The position accounts for 0.01% of the portfolio, ranked #777.

Triumph Capital Management first reported a position in IWS in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Triumph Capital Management held 211 shares of iShares Russell Mid-Cap Value ETF worth $34.7K as of Q2 2026.
  • Triumph Capital Management 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 Triumph Capital Management's portfolio in Q2 2026, its #777 holding.
  • Triumph Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.