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

Campbell Wealth Management’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
2020
Q3 		– Sell
-714
Closed -$55K – 212
2020
Q2 		$55K Buy
+714
New +$52K 0.01% 140

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Campbell Wealth Management's IWS Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2020, closing a stake of 714 shares — an estimated $55K sold.

Campbell Wealth Management first reported a position in IWS in Q2 2020 and held it in 1 quarter. The position peaked at $55K in Q2 2020. 538 funds tracked by Wall St. Rank hold IWS as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 714 iShares Russell Mid-Cap Value ETF shares in Q3 2020, an estimated $55K.
  • Campbell Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $55K in Q2 2020.
  • 538 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.