Triumph Capital Management
IWS icon

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
Q3 		$33.9K Hold
211
– – 0.01% 809
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

US Bancorp
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First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Zions Bancorporation, National Association
Zions Bancorporation, National Association Salt Lake City, Utah $1.65B AUM 19.43% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Money Concepts Capital
Money Concepts Capital Palm Beach Gardens, Florida $2.17B AUM 20.96% 1-Year Est. Return

Triumph Capital Management's IWS Position: Q3 2026 in Review

Triumph Capital Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 211 shares worth $33.9K. The position accounts for 0.01% of the portfolio, ranked #809.

Triumph Capital Management first reported a position in IWS in Q4 2025 and has held it in 4 quarters since. The position peaked at $34.7K in Q2 2026. 638 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Triumph Capital Management held 211 shares of iShares Russell Mid-Cap Value ETF worth $33.9K as of Q3 2026.
  • Triumph Capital Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #809 holding.
  • Triumph Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $34.7K in Q2 2026.
  • 638 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.