AWS
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Aris Wealth Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Aris Wealth Services’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
2015
Q2 		– Sell
-87
Closed -$7K – 524
2015
Q1 		$7K Buy
+87
New +$6.49K 0.01% 396

Other funds holding IWS

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aris Wealth Services's IWS Position: Q2 2015 in Review

Aris Wealth Services sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2015, closing a stake of 87 shares — an estimated $7K sold.

Aris Wealth Services first reported a position in IWS in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 348 funds tracked by Wall St. Rank hold IWS as of Q2 2015.

  • Aris Wealth Services reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2015 after selling out during the quarter.
  • Aris Wealth Services sold 87 iShares Russell Mid-Cap Value ETF shares in Q2 2015, an estimated $7K.
  • Aris Wealth Services first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2015 and held it in 1 quarter.
  • Aris Wealth Services's iShares Russell Mid-Cap Value ETF position peaked at $7K in Q1 2015.
  • 348 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2015.

Based on Aris Wealth Services's 13F filing for Q2 2015, filed 13 Aug 2015.