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Affiance Financial’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Affiance Financial’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
Q1 		– Sell
-96
Closed -$10.1K – 259
2022
Q4 		$10.1K Hold
96
– – ﹤0.01% 295
2022
Q3 		$9K Hold
96
– – 0.01% 114
2022
Q2 		$10K Buy
+96
New +$10.7K 0.01% 114
2020
Q4 		– Sell
-64
Closed -$5K – 137
2020
Q3 		$5K Buy
64
+1
+2% +$81 ﹤0.01% 133
2020
Q2 		$5K Hold
63
– – ﹤0.01% 126
2020
Q1 		$4K Buy
+63
New +$5.39K ﹤0.01% 127

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Affiance Financial's IWS Position: Q1 2023 in Review

Affiance Financial sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2023, closing a stake of 96 shares — an estimated $10.1K sold.

Affiance Financial first reported a position in IWS in Q1 2020 and held it in 6 quarters. The position peaked at $10.1K in Q4 2022. 795 funds tracked by Wall St. Rank hold IWS as of Q1 2023.

  • Affiance Financial reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 96 iShares Russell Mid-Cap Value ETF shares in Q1 2023, an estimated $10.1K.
  • Affiance Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and held it in 6 quarters.
  • Affiance Financial's iShares Russell Mid-Cap Value ETF position peaked at $10.1K in Q4 2022.
  • 795 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.