American Family Insurance Mutual Holding’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

American Family Insurance Mutual Holding’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 Q3	–	Sell	-194,604	Closed	-$19.8M	–	11
2022 Q2	$19.8M	Hold	194,604	–	–	0.97%	10
2022 Q1	$23.3M	Hold	194,604	–	–	0.93%	10
2021 Q4	$23.8M	Hold	194,604	–	–	0.84%	8
2021 Q3	$22M	Hold	194,604	–	–	0.77%	7
2021 Q2	$22.4M	Sell	194,604 -174,186	-47%	-$20M	1.05%	6
2021 Q1	$40.3M	Buy	+368,790	New	+$38.4M	2.38%	5

Other funds holding IWS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Family Insurance Mutual Holding's IWS Position: Q3 2022 in Review

American Family Insurance Mutual Holding sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2022, closing a stake of 194,604 shares — an estimated $19.8M sold.

American Family Insurance Mutual Holding first reported a position in IWS in Q1 2021 and held it in 6 quarters. The position peaked at $40.3M in Q1 2021. 744 funds tracked by Wall St. Rank hold IWS as of Q3 2022.

American Family Insurance Mutual Holding reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
American Family Insurance Mutual Holding sold 194,604 iShares Russell Mid-Cap Value ETF shares in Q3 2022, an estimated $19.8M.
American Family Insurance Mutual Holding first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and held it in 6 quarters.
American Family Insurance Mutual Holding's iShares Russell Mid-Cap Value ETF position peaked at $40.3M in Q1 2021.
744 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2022.

Based on American Family Insurance Mutual Holding's 13F filing for Q3 2022, filed 14 Nov 2022.