Acorn Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Acorn Wealth Advisors’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
2018 Q3	–	Sell	-194	Closed	-$17K	–	289
2018 Q2	$17K	Hold	194	–	–	0.01%	420
2018 Q1	$17K	Sell	194 -15	-7%	-$1.33K	0.01%	412
2017 Q4	$19K	Buy	+209	New	+$18.2K	0.02%	390

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Acorn Wealth Advisors's IWS Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2018, closing a stake of 194 shares — an estimated $17K sold.

Acorn Wealth Advisors first reported a position in IWS in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q4 2017. 503 funds tracked by Wall St. Rank hold IWS as of Q3 2018.

Acorn Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 194 iShares Russell Mid-Cap Value ETF shares in Q3 2018, an estimated $17K.
Acorn Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $19K in Q4 2017.
503 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.