Beese Fulmer Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Beese Fulmer Investment 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
2020 Q3	–	Sell	-3,478	Closed	-$266K	–	374
2020 Q2	$266K	Hold	3,478	–	–	0.04%	161
2020 Q1	$223K	Hold	3,478	–	–	0.04%	162
2019 Q4	$330K	Hold	3,478	–	–	0.05%	154
2019 Q3	$312K	Hold	3,478	–	–	0.05%	159
2019 Q2	$310K	Hold	3,478	–	–	0.06%	134
2019 Q1	$302K	Hold	3,478	–	–	0.06%	132
2018 Q4	$266K	Hold	3,478	–	–	0.06%	133
2018 Q3	$314K	Hold	3,478	–	–	0.06%	131
2018 Q2	$308K	Hold	3,478	–	–	0.06%	131
2018 Q1	$301K	Hold	3,478	–	–	0.07%	136
2017 Q4	$310K	Hold	3,478	–	–	0.07%	136
2017 Q3	$295K	Hold	3,478	–	–	0.07%	140
2017 Q2	$292K	Hold	3,478	–	–	0.07%	133
2017 Q1	$289K	Hold	3,478	–	–	0.07%	134
2016 Q4	$280K	Hold	3,478	–	–	0.07%	134
2016 Q3	$267K	Hold	3,478	–	–	0.07%	131
2016 Q2	$258K	Hold	3,478	–	–	0.07%	132
2016 Q1	$244K	Hold	3,478	–	–	0.07%	132
2015 Q4	$239K	Buy	3,478 +203	+6%	+$14.3K	0.07%	126
2015 Q3	$220K	Buy	+3,275	New	+$233K	0.07%	129

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Beese Fulmer Investment Management's IWS Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2020, closing a stake of 3,478 shares — an estimated $266K sold.

Beese Fulmer Investment Management first reported a position in IWS in Q3 2015 and held it in 20 quarters. The position peaked at $330K in Q4 2019. 538 funds tracked by Wall St. Rank hold IWS as of Q3 2020.

Beese Fulmer Investment Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
Beese Fulmer Investment Management sold 3,478 iShares Russell Mid-Cap Value ETF shares in Q3 2020, an estimated $266K.
Beese Fulmer Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2015 and held it in 20 quarters.
Beese Fulmer Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $330K in Q4 2019.
538 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.