Accurate Investment Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Accurate Investment Solutions’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
2020 Q2	–	Sell	-138	Closed	-$9K	–	189
2020 Q1	$9K	Buy	138 +1	+0.7%	+$86	0.01%	298
2019 Q4	$13K	Buy	+137	New	+$12.5K	0.01%	256
2019 Q2	–	Sell	-93	Closed	-$8K	–	408
2019 Q1	$8K	Buy	+93	New	+$7.84K	0.01%	228
2017 Q4	–	Sell	-260	Closed	-$22K	–	511
2017 Q3	$22K	Sell	260 -971	-79%	-$81.4K	0.02%	200
2017 Q2	$104K	Sell	1,231 -55,460	-98%	-$4.61M	0.09%	83
2017 Q1	$4.71M	Buy	+56,691	New	+$4.68M	3.8%	3
2016 Q4	–	Sell	-6	Closed	–	–	324
2016 Q3	$0	Hold	6	–	–	﹤0.01%	316
2016 Q2	$0	Hold	6	–	–	﹤0.01%	343
2016 Q1	$0	Buy	+6	New	+$396	﹤0.01%	395

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Accurate Investment Solutions's IWS Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2020, closing a stake of 138 shares — an estimated $9K sold.

Accurate Investment Solutions first reported a position in IWS in Q1 2016 and held it in 9 quarters. The position peaked at $4.71M in Q1 2017. 541 funds tracked by Wall St. Rank hold IWS as of Q2 2020.

Accurate Investment Solutions reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 138 iShares Russell Mid-Cap Value ETF shares in Q2 2020, an estimated $9K.
Accurate Investment Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2016 and held it in 9 quarters.
Accurate Investment Solutions's iShares Russell Mid-Cap Value ETF position peaked at $4.71M in Q1 2017.
541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.