Cedar Brook Financial Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cedar Brook Financial Partners’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 Q1	–	Sell	-3,734	Closed	-$354K	–	272
2019 Q4	$354K	Sell	3,734 -66	-2%	-$6.03K	0.15%	181
2019 Q3	$341K	Sell	3,800 -1,141	-23%	-$101K	0.15%	190
2019 Q2	$440K	Buy	4,941 +3	+0.1%	+$263	0.2%	160
2019 Q1	$429K	Sell	4,938 -214	-4%	-$18K	0.21%	154
2018 Q4	$393K	Buy	+5,152	New	+$431K	0.24%	142

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Cedar Brook Financial Partners's IWS Position: Q1 2020 in Review

Cedar Brook Financial Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2020, closing a stake of 3,734 shares — an estimated $354K sold.

Cedar Brook Financial Partners first reported a position in IWS in Q4 2018 and held it in 5 quarters. The position peaked at $440K in Q2 2019. 532 funds tracked by Wall St. Rank hold IWS as of Q1 2020.

Cedar Brook Financial Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Cedar Brook Financial Partners sold 3,734 iShares Russell Mid-Cap Value ETF shares in Q1 2020, an estimated $354K.
Cedar Brook Financial Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 5 quarters.
Cedar Brook Financial Partners's iShares Russell Mid-Cap Value ETF position peaked at $440K in Q2 2019.
532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2020.

Based on Cedar Brook Financial Partners's 13F filing for Q1 2020, filed 7 May 2020.