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

Atlas Private 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
2021 Q4	–	Sell	-30	Closed	-$3K	–	428
2021 Q3	$3K	Buy	30 +5	+20%	+$579	﹤0.01%	626
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	630
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	688
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	639
2020 Q3	$2K	Sell	25 -334	-93%	-$27K	﹤0.01%	574
2020 Q2	$27K	Buy	+359	New	+$26.1K	0.02%	283

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atlas Private Wealth Advisors's IWS Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2021, closing a stake of 30 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in IWS in Q2 2020 and held it in 6 quarters. The position peaked at $27K in Q2 2020. 782 funds tracked by Wall St. Rank hold IWS as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 30 iShares Russell Mid-Cap Value ETF shares in Q4 2021, an estimated $3K.
Atlas Private Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $27K in Q2 2020.
782 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.