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

Calton & 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
2018
Q1 		– Sell
-1,099
Closed -$101K – 821
2017
Q4 		$101K Buy
+1,099
New +$95.5K 0.03% 488

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Calton & Associates's IWS Position: Q1 2018 in Review

Calton & Associates sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2018, closing a stake of 1,099 shares — an estimated $101K sold.

Calton & Associates first reported a position in IWS in Q4 2017 and held it in 1 quarter. The position peaked at $101K in Q4 2017. 501 funds tracked by Wall St. Rank hold IWS as of Q1 2018.

  • Calton & Associates reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,099 iShares Russell Mid-Cap Value ETF shares in Q1 2018, an estimated $101K.
  • Calton & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iShares Russell Mid-Cap Value ETF position peaked at $101K in Q4 2017.
  • 501 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.