AWM
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Axxcess Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Axxcess Wealth Management’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
Q4 		– Sell
-2,518
Closed -$263K – 891
2023
Q3 		$263K Buy
+2,518
New +$277K 0.01% 633

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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Axxcess Wealth Management's IWS Position: Q4 2023 in Review

Axxcess Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2023, closing a stake of 2,518 shares — an estimated $263K sold.

Axxcess Wealth Management first reported a position in IWS in Q3 2023 and held it in 1 quarter. The position peaked at $263K in Q3 2023. 853 funds tracked by Wall St. Rank hold IWS as of Q4 2023.

  • Axxcess Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,518 iShares Russell Mid-Cap Value ETF shares in Q4 2023, an estimated $263K.
  • Axxcess Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $263K in Q3 2023.
  • 853 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.