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Bigelow Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bigelow Investment 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
2020
Q2 		– Sell
-6,019
Closed -$386K – 140
2020
Q1 		$386K Sell
6,019
-4,408
-42% -$377K 0.29% 90
2019
Q4 		$988K Buy
10,427
+2
+0% +$183 0.58% 45
2019
Q3 		$935K Sell
10,425
-40
-0.4% -$3.54K 0.59% 45
2019
Q2 		$933K Buy
10,465
+261
+3% +$22.9K 0.63% 43
2019
Q1 		$886K Sell
10,204
-180
-2% -$15.2K 0.61% 49
2018
Q4 		$793K Sell
10,384
-120
-1% -$10K 0.59% 47
2018
Q3 		$948K Buy
10,504
+120
+1% +$10.9K 0.64% 44
2018
Q2 		$919K Sell
10,384
-706
-6% -$62.1K 0.63% 49
2018
Q1 		$959K Buy
11,090
+15
+0.1% +$1.33K 0.65% 43
2017
Q4 		$987K Buy
+11,075
New +$962K 0.98% 22

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
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