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BMS Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

BMS Financial 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
2022
Q4 		– Sell
-3,375
Closed -$324K – 110
2022
Q3 		$324K Buy
+3,375
New +$361K 0.23% 84

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
US Bancorp
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BMS Financial Advisors's IWS Position: Q4 2022 in Review

BMS Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2022, closing a stake of 3,375 shares — an estimated $324K sold.

BMS Financial Advisors first reported a position in IWS in Q3 2022 and held it in 1 quarter. The position peaked at $324K in Q3 2022. 831 funds tracked by Wall St. Rank hold IWS as of Q4 2022.

  • BMS Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • BMS Financial Advisors sold 3,375 iShares Russell Mid-Cap Value ETF shares in Q4 2022, an estimated $324K.
  • BMS Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and held it in 1 quarter.
  • BMS Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $324K in Q3 2022.
  • 831 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2022.

Based on BMS Financial Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.