Acorn Financial Advisory Services’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
2022
Q1
Sell
-1,639
Closed -$201K 226
2021
Q4
$201K Buy
+1,639
New +$196K 0.04% 215
2021
Q3
Sell
-1,953
Closed -$224K 227
2021
Q2
$224K Hold
1,953
0.07% 219
2021
Q1
$216K Buy
+1,953
New +$203K 0.08% 194

Other funds holding IWS

Acorn Financial Advisory Services's IWS Position: Q1 2022 in Review

Acorn Financial Advisory Services sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2022, closing a stake of 1,639 shares — an estimated $201K sold.

Acorn Financial Advisory Services first reported a position in IWS in Q1 2021 and held it in 3 quarters. The position peaked at $224K in Q2 2021. 762 funds tracked by Wall St. Rank hold IWS as of Q1 2022.

  • Acorn Financial Advisory Services reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 1,639 iShares Russell Mid-Cap Value ETF shares in Q1 2022, an estimated $201K.
  • Acorn Financial Advisory Services first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and held it in 3 quarters.
  • Acorn Financial Advisory Services's iShares Russell Mid-Cap Value ETF position peaked at $224K in Q2 2021.
  • 762 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.