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

BDO 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
2023 Q2	$14.9K	Hold	136	–	–	﹤0.01%	643
2023 Q1	$14.4K	Buy	+136	New	+$14.8K	﹤0.01%	641
2021 Q4	–	Sell	-18	Closed	-$2K	–	1118
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	946
2021 Q2	$2K	Buy	+18	New	+$2.06K	﹤0.01%	990
2021 Q1	–	Sell	-76	Closed	-$7K	–	1213
2020 Q4	$7K	Buy	+76	New	+$6.85K	﹤0.01%	592
2020 Q3	–	Sell	-83	Closed	-$6K	–	917
2020 Q2	$6K	Sell	83 -257	-76%	-$18.7K	﹤0.01%	544
2020 Q1	$22K	Buy	340 +287	+542%	+$24.5K	﹤0.01%	437
2019 Q4	$5K	Hold	53	–	–	﹤0.01%	490
2019 Q3	$5K	Hold	53	–	–	﹤0.01%	501
2019 Q2	$5K	Hold	53	–	–	﹤0.01%	493
2019 Q1	$5K	Hold	53	–	–	﹤0.01%	468
2018 Q4	$4K	Sell	53 -2,000	-97%	-$167K	﹤0.01%	459
2018 Q3	$185K	Hold	2,053	–	–	0.06%	162
2018 Q2	$182K	Hold	2,053	–	–	0.06%	163
2018 Q1	$177K	Hold	2,053	–	–	0.07%	135
2017 Q4	$183K	Sell	2,053 -50	-2%	-$4.34K	0.08%	117
2017 Q3	$179K	Hold	2,103	–	–	0.09%	109
2017 Q2	$177K	Buy	+2,103	New	+$175K	0.08%	133

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

BDO Wealth Advisors's IWS Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2023 at 136 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

BDO Wealth Advisors first reported a position in IWS in Q2 2017 and has held it in 18 quarters since. The position peaked at $185K in Q3 2018. 798 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

BDO Wealth Advisors held 136 shares of iShares Russell Mid-Cap Value ETF worth $14.9K as of Q2 2023.
BDO Wealth Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2023.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #643 holding.
BDO Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2017 and has held it in 18 quarters since.
BDO Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $185K in Q3 2018.
798 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.