Accel Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Accel Wealth 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
2023 Q2	–	Sell	-257	Closed	-$27.3K	–	533
2023 Q1	$27.3K	Hold	257	–	–	0.01%	624
2022 Q4	$27.1K	Sell	257 -7	-3%	-$734	0.01%	482
2022 Q3	$27K	Buy	264 +197	+294%	+$21K	0.01%	487
2022 Q2	$7K	Hold	67	–	–	﹤0.01%	763
2022 Q1	$8K	Hold	67	–	–	﹤0.01%	742
2021 Q4	$8K	Hold	67	–	–	﹤0.01%	743
2021 Q3	$8K	Hold	67	–	–	0.01%	679
2021 Q2	$8K	Hold	67	–	–	0.01%	728
2021 Q1	$7K	Buy	67 +60	+857%	+$6.25K	0.01%	709
2020 Q4	$1K	Buy	+7	New	+$631	﹤0.01%	811

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accel Wealth Management's IWS Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2023, closing a stake of 257 shares — an estimated $27.3K sold.

Accel Wealth Management first reported a position in IWS in Q4 2020 and held it in 10 quarters. The position peaked at $27.3K in Q1 2023. 798 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

Accel Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 257 iShares Russell Mid-Cap Value ETF shares in Q2 2023, an estimated $27.3K.
Accel Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $27.3K in Q1 2023.
798 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.