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Ahrens Investment Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Ahrens Investment Partners’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 		$1.06K Buy
+10
New +$1.09K ﹤0.01% 943
2022
Q3 		– Sell
-10
Closed -$1K – 541
2022
Q2 		$1K Hold
10
– – ﹤0.01% 923
2022
Q1 		$1K Hold
10
– – ﹤0.01% 991
2021
Q4 		$1K Buy
+10
New +$1.19K ﹤0.01% 1005

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

Ahrens Investment Partners's IWS Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2023: 10 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #943 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IWS as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IWS in Q4 2021 and has held it in 4 quarters since. 795 funds tracked by Wall St. Rank hold IWS as of Q1 2023.

  • Ahrens Investment Partners held 10 shares of iShares Russell Mid-Cap Value ETF worth $1.06K as of Q1 2023.
  • iShares Russell Mid-Cap Value ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #943 holding.
  • Ahrens Investment Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 4 quarters since.
  • 795 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.