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

Cahill 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
2021
Q4 		– Sell
-1,210
Closed -$137K – 493
2021
Q3 		$137K Buy
+1,210
New +$140K 0.03% 247

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cahill Financial Advisors's IWS Position: Q4 2021 in Review

Cahill Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2021, closing a stake of 1,210 shares — an estimated $137K sold.

Cahill Financial Advisors first reported a position in IWS in Q3 2021 and held it in 1 quarter. The position peaked at $137K in Q3 2021. 782 funds tracked by Wall St. Rank hold IWS as of Q4 2021.

  • Cahill Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 1,210 iShares Russell Mid-Cap Value ETF shares in Q4 2021, an estimated $137K.
  • Cahill Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $137K in Q3 2021.
  • 782 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.