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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bigelow Investment Advisors's IWS Position: Q2 2020 in Review

Bigelow Investment Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2020, closing a stake of 6,019 shares — an estimated $386K sold.

Bigelow Investment Advisors first reported a position in IWS in Q4 2017 and held it in 10 quarters. The position peaked at $988K in Q4 2019. 542 funds tracked by Wall St. Rank hold IWS as of Q2 2020.

Bigelow Investment Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Bigelow Investment Advisors sold 6,019 iShares Russell Mid-Cap Value ETF shares in Q2 2020, an estimated $386K.
Bigelow Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 10 quarters.
Bigelow Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $988K in Q4 2019.
542 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2020.

Based on Bigelow Investment Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.