Braun-Bostich & Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Braun-Bostich & Associates’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 Q4	–	Sell	-1,101	Closed	-$89K	–	136
2020 Q3	$89K	Hold	1,101	–	–	0.09%	127
2020 Q2	$84K	Hold	1,101	–	–	0.08%	111
2020 Q1	$67K	Hold	1,101	–	–	0.09%	119
2019 Q4	$104K	Buy	+1,101	New	+$101K	0.1%	111
2019 Q3	–	Sell	-1,101	Closed	-$98K	–	197
2019 Q2	$98K	Buy	1,101 +358	+48%	+$31.4K	0.1%	141
2019 Q1	$65K	Hold	743	–	–	0.07%	186
2018 Q4	$57K	Hold	743	–	–	0.06%	169
2018 Q3	$67K	Hold	743	–	–	0.06%	165
2018 Q2	$66K	Hold	743	–	–	0.07%	164
2018 Q1	$64K	Hold	743	–	–	0.06%	155
2017 Q4	$66K	Buy	+743	New	+$64.6K	0.06%	159

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Braun-Bostich & Associates's IWS Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2020, closing a stake of 1,101 shares — an estimated $89K sold.

Braun-Bostich & Associates first reported a position in IWS in Q4 2017 and held it in 11 quarters. The position peaked at $104K in Q4 2019. 631 funds tracked by Wall St. Rank hold IWS as of Q4 2020.

Braun-Bostich & Associates reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 1,101 iShares Russell Mid-Cap Value ETF shares in Q4 2020, an estimated $89K.
Braun-Bostich & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 11 quarters.
Braun-Bostich & Associates's iShares Russell Mid-Cap Value ETF position peaked at $104K in Q4 2019.
631 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.