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Altium Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Altium Wealth Management’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
2022
Q2 		– Sell
-2,087
Closed -$250K – 383
2022
Q1 		$250K Hold
2,087
– – 0.02% 334
2021
Q4 		$255K Hold
2,087
– – 0.02% 335
2021
Q3 		$236K Buy
2,087
+134
+7% +$15.5K 0.02% 338
2021
Q2 		$225K Hold
1,953
– – 0.02% 349
2021
Q1 		$213K Buy
+1,953
New +$203K 0.02% 351

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Altium Wealth Management's IWS Position: Q2 2022 in Review

Altium Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2022, closing a stake of 2,087 shares — an estimated $250K sold.

Altium Wealth Management first reported a position in IWS in Q1 2021 and held it in 5 quarters. The position peaked at $255K in Q4 2021. 757 funds tracked by Wall St. Rank hold IWS as of Q2 2022.

  • Altium Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Altium Wealth Management sold 2,087 iShares Russell Mid-Cap Value ETF shares in Q2 2022, an estimated $250K.
  • Altium Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and held it in 5 quarters.
  • Altium Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $255K in Q4 2021.
  • 757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.