Braver Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-102,502
Closed -$7.27M 149
2016
Q1
$7.27M Buy
+102,502
New +$6.76M 1.2% 20
2015
Q4
Sell
-44,135
Closed -$2.96M 87
2015
Q3
$2.96M Buy
+44,135
New +$3.14M 0.73% 34

Other funds holding IWS

Braver Wealth Management's IWS Position: Q2 2016 in Review

Braver Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2016, closing a stake of 102,502 shares — an estimated $7.27M sold.

Braver Wealth Management first reported a position in IWS in Q3 2015 and held it in 2 quarters. The position peaked at $7.27M in Q1 2016. 378 funds tracked by Wall St. Rank hold IWS as of Q2 2016.

  • Braver Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2016 after selling out during the quarter.
  • Braver Wealth Management sold 102,502 iShares Russell Mid-Cap Value ETF shares in Q2 2016, an estimated $7.27M.
  • Braver Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2015 and held it in 2 quarters.
  • Braver Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $7.27M in Q1 2016.
  • 378 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2016.

Based on Braver Wealth Management's 13F filing for Q2 2016, filed 13 Jul 2016.