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BBR Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

BBR Partners’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
2020
Q2 		– Sell
-5,981
Closed -$383K – 177
2020
Q1 		$383K Buy
+5,981
New +$511K 0.06% 98

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Truist Financial
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American Century Companies
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CB
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

BBR Partners's IWS Position: Q2 2020 in Review

BBR Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2020, closing a stake of 5,981 shares — an estimated $383K sold.

BBR Partners first reported a position in IWS in Q1 2020 and held it in 1 quarter. The position peaked at $383K in Q1 2020. 541 funds tracked by Wall St. Rank hold IWS as of Q2 2020.

  • BBR Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • BBR Partners sold 5,981 iShares Russell Mid-Cap Value ETF shares in Q2 2020, an estimated $383K.
  • BBR Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and held it in 1 quarter.
  • BBR Partners's iShares Russell Mid-Cap Value ETF position peaked at $383K in Q1 2020.
  • 541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2020.

Based on BBR Partners's 13F filing for Q2 2020, filed 11 Aug 2020.