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Chartwell Investment Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Chartwell Investment 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
2024
Q3 		$1.24M Hold
9,400
– – 0.04% 338
2024
Q2 		$1.14M Buy
+9,400
New +$1.14M 0.04% 337

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Chartwell Investment Partners's IWS Position: Q3 2024 in Review

Chartwell Investment Partners held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2024 at 9,400 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #338.

Chartwell Investment Partners first reported a position in IWS in Q2 2024 and has held it in 2 quarters since. 879 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

  • Chartwell Investment Partners held 9,400 shares of iShares Russell Mid-Cap Value ETF worth $1.24M as of Q3 2024.
  • Chartwell Investment Partners left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2024.
  • iShares Russell Mid-Cap Value ETF made up 0.04% of Chartwell Investment Partners's portfolio in Q3 2024, its #338 holding.
  • Chartwell Investment Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.