Claraphi Advisory Network’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-329
Closed -$21K 751
2020
Q1
$21K Buy
+329
New +$28.1K 0.01% 628
2019
Q4
Sell
-147
Closed -$13K 314
2019
Q3
$13K Buy
+147
New +$13K 0.01% 319

Other funds holding IWS

Claraphi Advisory Network's IWS Position: Q2 2020 in Review

Claraphi Advisory Network sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2020, closing a stake of 329 shares — an estimated $21K sold.

Claraphi Advisory Network first reported a position in IWS in Q3 2019 and held it in 2 quarters. The position peaked at $21K in Q1 2020. 541 funds tracked by Wall St. Rank hold IWS as of Q2 2020.

  • Claraphi Advisory Network reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 329 iShares Russell Mid-Cap Value ETF shares in Q2 2020, an estimated $21K.
  • Claraphi Advisory Network first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2019 and held it in 2 quarters.
  • Claraphi Advisory Network's iShares Russell Mid-Cap Value ETF position peaked at $21K in Q1 2020.
  • 541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.