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

Ancora Family 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
2016 Q3	$342K	Buy	4,455 +820	+23%	+$62.5K	0.12%	152
2016 Q2	$270K	Hold	3,635	–	–	0.1%	155
2016 Q1	$258K	Hold	3,635	–	–	0.11%	157
2015 Q4	$250K	Hold	3,635	–	–	0.11%	157
2015 Q3	$244K	Buy	+3,635	New	+$258K	0.1%	165

Other funds holding IWS

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ancora Family Wealth Advisors's IWS Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 23% in Q3 2016, buying an estimated $62.5K and bringing the position to 4,455 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #152.

Ancora Family Wealth Advisors first reported a position in IWS in Q3 2015 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold IWS as of Q3 2016.

Ancora Family Wealth Advisors held 4,455 shares of iShares Russell Mid-Cap Value ETF worth $342K as of Q3 2016.
Ancora Family Wealth Advisors bought 820 iShares Russell Mid-Cap Value ETF shares in Q3 2016, an estimated $62.5K.
iShares Russell Mid-Cap Value ETF made up 0.12% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #152 holding.
Ancora Family Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2015 and has held it in 5 quarters since.
384 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.