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Brouwer & Janachowski’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Brouwer & Janachowski’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
2015
Q3 		– Sell
-550
Closed -$41K – 65
2015
Q2 		$41K Buy
+550
New +$41.5K 0.02% 59
2014
Q2 		– Sell
-550
Closed -$38K – 65
2014
Q1 		$38K Buy
+550
New +$36.6K 0.02% 75

Other funds holding IWS

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Brouwer & Janachowski's IWS Position: Q3 2015 in Review

Brouwer & Janachowski sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2015, closing a stake of 550 shares — an estimated $41K sold.

Brouwer & Janachowski first reported a position in IWS in Q1 2014 and held it in 2 quarters. The position peaked at $41K in Q2 2015. 348 funds tracked by Wall St. Rank hold IWS as of Q3 2015.

  • Brouwer & Janachowski reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 550 iShares Russell Mid-Cap Value ETF shares in Q3 2015, an estimated $41K.
  • Brouwer & Janachowski first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2014 and held it in 2 quarters.
  • Brouwer & Janachowski's iShares Russell Mid-Cap Value ETF position peaked at $41K in Q2 2015.
  • 348 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.