Brave Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Brave Asset Management’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
2019 Q2	–	Sell	-2,439	Closed	-$212K	–	163
2019 Q1	$212K	Buy	+2,439	New	+$206K	0.12%	124
2018 Q1	–	Sell	-79	Closed	-$7K	–	169
2017 Q4	$7K	Buy	+79	New	+$6.87K	﹤0.01%	188
2017 Q2	–	Sell	-79	Closed	-$7K	–	169
2017 Q1	$7K	Buy	+79	New	+$6.53K	﹤0.01%	169
2016 Q4	–	Sell	-79	Closed	-$6K	–	235
2016 Q3	$6K	Hold	79	–	–	﹤0.01%	346
2016 Q2	$6K	Hold	79	–	–	﹤0.01%	356
2016 Q1	$6K	Hold	79	–	–	﹤0.01%	376
2015 Q4	$5K	Hold	79	–	–	﹤0.01%	392
2015 Q3	$5K	Hold	79	–	–	﹤0.01%	382
2015 Q2	$6K	Hold	79	–	–	﹤0.01%	391
2015 Q1	$6K	Hold	79	–	–	﹤0.01%	387
2014 Q4	$6K	Hold	79	–	–	﹤0.01%	387
2014 Q3	$6K	Hold	79	–	–	﹤0.01%	388
2014 Q2	$6K	Hold	79	–	–	﹤0.01%	396
2014 Q1	$5K	Hold	79	–	–	﹤0.01%	396
2013 Q4	$5K	Buy	+79	New	+$5.03K	﹤0.01%	394

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Brave Asset Management's IWS Position: Q2 2019 in Review

Brave Asset Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2019, closing a stake of 2,439 shares — an estimated $212K sold.

Brave Asset Management first reported a position in IWS in Q4 2013 and held it in 15 quarters. The position peaked at $212K in Q1 2019. 542 funds tracked by Wall St. Rank hold IWS as of Q2 2019.

Brave Asset Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
Brave Asset Management sold 2,439 iShares Russell Mid-Cap Value ETF shares in Q2 2019, an estimated $212K.
Brave Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2013 and held it in 15 quarters.
Brave Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $212K in Q1 2019.
542 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2019.

Based on Brave Asset Management's 13F filing for Q2 2019, filed 5 Aug 2019.