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Cascade Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cascade Investment 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
2020
Q4 		– Sell
-1,000
Closed -$80.8K – 259
2020
Q3 		$80.8K Hold
1,000
– – 0.07% 132
2020
Q2 		$76.5K Hold
1,000
– – 0.07% 128
2020
Q1 		$64.1K Sell
1,000
-190
-16% -$16.2K 0.07% 126
2019
Q4 		$113K Buy
+1,190
New +$109K 0.09% 119

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
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

Cascade Investment Advisors's IWS Position: Q4 2020 in Review

Cascade Investment Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2020, closing a stake of 1,000 shares — an estimated $80.8K sold.

Cascade Investment Advisors first reported a position in IWS in Q4 2019 and held it in 4 quarters. The position peaked at $113K in Q4 2019. 630 funds tracked by Wall St. Rank hold IWS as of Q4 2020.

  • Cascade Investment Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Cascade Investment Advisors sold 1,000 iShares Russell Mid-Cap Value ETF shares in Q4 2020, an estimated $80.8K.
  • Cascade Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and held it in 4 quarters.
  • Cascade Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $113K in Q4 2019.
  • 630 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2020.

Based on Cascade Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.