Archford Capital Strategies’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-250	Closed	-$22K	–	373
2019 Q2	$22K	Hold	250	–	–	0.01%	343
2019 Q1	$22K	Hold	250	–	–	0.01%	328
2018 Q4	$19K	Hold	250	–	–	0.01%	328
2018 Q3	$23K	Hold	250	–	–	0.01%	340
2018 Q2	$22K	Hold	250	–	–	0.01%	357
2018 Q1	$22K	Buy	+250	New	+$22.2K	0.01%	268
2016 Q3	–	Sell	-250	Closed	-$19K	–	673
2016 Q2	$19K	Buy	+250	New	+$18.1K	0.01%	336
2016 Q1	–	Sell	-250	Closed	-$18K	–	386
2015 Q4	$18K	Hold	250	–	–	0.01%	381
2015 Q3	$17K	Hold	250	–	–	0.01%	294
2015 Q2	$18K	Hold	250	–	–	0.01%	284
2015 Q1	$18.8K	Hold	250	–	–	0.01%	292
2014 Q4	$18K	Hold	250	–	–	0.01%	300
2014 Q3	$18K	Hold	250	–	–	0.01%	306
2014 Q2	$18.2K	Hold	250	–	–	0.01%	325
2014 Q1	$17.2K	Buy	+250	New	+$16.6K	0.01%	351

Other funds holding IWS

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

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

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

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

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

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

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

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

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

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

Archford Capital Strategies's IWS Position: Q3 2019 in Review

Archford Capital Strategies sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2019, closing a stake of 250 shares — an estimated $22K sold.

Archford Capital Strategies first reported a position in IWS in Q1 2014 and held it in 15 quarters. The position peaked at $23K in Q3 2018. 537 funds tracked by Wall St. Rank hold IWS as of Q3 2019.

Archford Capital Strategies reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 250 iShares Russell Mid-Cap Value ETF shares in Q3 2019, an estimated $22K.
Archford Capital Strategies first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2014 and held it in 15 quarters.
Archford Capital Strategies's iShares Russell Mid-Cap Value ETF position peaked at $23K in Q3 2018.
537 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.