Advisory Alpha’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
2023
Q2
Sell
-3,396
Closed -$361K 328
2023
Q1
$361K Sell
3,396
-53
-2% -$5.78K 0.02% 210
2022
Q4
$363K Buy
+3,449
New +$362K 0.03% 188

Other funds holding IWS

Advisory Alpha's IWS Position: Q2 2023 in Review

Advisory Alpha sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2023, closing a stake of 3,396 shares — an estimated $361K sold.

Advisory Alpha first reported a position in IWS in Q4 2022 and held it in 2 quarters. The position peaked at $363K in Q4 2022. 798 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

  • Advisory Alpha reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Advisory Alpha sold 3,396 iShares Russell Mid-Cap Value ETF shares in Q2 2023, an estimated $361K.
  • Advisory Alpha first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 2 quarters.
  • Advisory Alpha's iShares Russell Mid-Cap Value ETF position peaked at $363K in Q4 2022.
  • 798 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

Based on Advisory Alpha's 13F filing for Q2 2023, filed 25 Jul 2023.