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Amplius Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Amplius Wealth Advisors’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
Q2 		– Sell
-4,936
Closed -$524K – 176
2023
Q1 		$524K Buy
4,936
+91
+2% +$9.93K 0.08% 89
2022
Q4 		$510K Buy
+4,845
New +$508K 0.08% 85
2022
Q1 		– Sell
-533
Closed -$65K – 539
2021
Q4 		$65K Buy
+533
New +$63.6K 0.01% 297

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
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amplius Wealth Advisors's IWS Position: Q2 2023 in Review

Amplius Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2023, closing a stake of 4,936 shares — an estimated $524K sold.

Amplius Wealth Advisors first reported a position in IWS in Q4 2021 and held it in 3 quarters. The position peaked at $524K in Q1 2023. 798 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

  • Amplius Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Amplius Wealth Advisors sold 4,936 iShares Russell Mid-Cap Value ETF shares in Q2 2023, an estimated $524K.
  • Amplius Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $524K in Q1 2023.
  • 798 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

Based on Amplius Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.