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

Camarda 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
2016 Q1	–	Sell	-7,770	Closed	-$533K	–	284
2015 Q4	$533K	Buy	+7,770	New	+$546K	0.33%	67
2015 Q2	–	Sell	-17	Closed	-$1K	–	245
2015 Q1	$1K	Hold	17	–	–	﹤0.01%	237
2014 Q4	$1K	Hold	17	–	–	﹤0.01%	255
2014 Q3	$1K	Hold	17	–	–	﹤0.01%	203
2014 Q2	$1K	Hold	17	–	–	﹤0.01%	207
2014 Q1	$1K	Hold	17	–	–	﹤0.01%	190
2013 Q4	$1K	Buy	+17	New	+$1.08K	﹤0.01%	174

Other funds holding IWS

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Camarda Financial Advisors's IWS Position: Q1 2016 in Review

Camarda Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2016, closing a stake of 7,770 shares — an estimated $533K sold.

Camarda Financial Advisors first reported a position in IWS in Q4 2013 and held it in 7 quarters. The position peaked at $533K in Q4 2015. 351 funds tracked by Wall St. Rank hold IWS as of Q1 2016.

Camarda Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2016 after selling out during the quarter.
Camarda Financial Advisors sold 7,770 iShares Russell Mid-Cap Value ETF shares in Q1 2016, an estimated $533K.
Camarda Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2013 and held it in 7 quarters.
Camarda Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $533K in Q4 2015.
351 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2016.

Based on Camarda Financial Advisors's 13F filing for Q1 2016, filed 17 May 2016.