Better Money Decisions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-108	Closed	-$11K	–	243
2022 Q2	$11K	Buy	+108	New	+$12.1K	0.01%	302
2021 Q4	–	Sell	-226	Closed	-$26K	–	323
2021 Q3	$26K	Hold	226	–	–	0.02%	237
2021 Q2	$26K	Buy	226 +101	+81%	+$11.6K	0.02%	230
2021 Q1	$14K	Buy	+125	New	+$13K	0.01%	276

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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

Better Money Decisions's IWS Position: Q3 2022 in Review

Better Money Decisions sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2022, closing a stake of 108 shares — an estimated $11K sold.

Better Money Decisions first reported a position in IWS in Q1 2021 and held it in 4 quarters. The position peaked at $26K in Q3 2021. 743 funds tracked by Wall St. Rank hold IWS as of Q3 2022.

Better Money Decisions reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 108 iShares Russell Mid-Cap Value ETF shares in Q3 2022, an estimated $11K.
Better Money Decisions first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's iShares Russell Mid-Cap Value ETF position peaked at $26K in Q3 2021.
743 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.