Verum Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$227K Buy
1,377
+2
+0.1% +$316 0.03% 185
2026
Q1
$200K Buy
+1,375
New +$204K 0.04% 170

Other funds holding IWS

Verum Partners's IWS Position: Q2 2026 in Review

Verum Partners increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.15% in Q2 2026, buying an estimated $316 and bringing the position to 1,377 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #185.

Verum Partners first reported a position in IWS in Q1 2026 and has held it in 2 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Verum Partners held 1,377 shares of iShares Russell Mid-Cap Value ETF worth $227K as of Q2 2026.
  • Verum Partners bought 2 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $316.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of Verum Partners's portfolio in Q2 2026, its #185 holding.
  • Verum Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.