Clear Perspective Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-157	Closed	-$14K	–	286
2018 Q2	$14K	Buy	157 +22	+16%	+$1.93K	0.01%	339
2018 Q1	$12K	Sell	135 -40	-23%	-$3.55K	0.01%	339
2017 Q4	$16K	Hold	175	–	–	0.01%	310
2017 Q3	$15K	Hold	175	–	–	0.01%	312
2017 Q2	$15K	Hold	175	–	–	0.01%	311
2017 Q1	$15K	Hold	175	–	–	0.01%	290
2016 Q4	$14K	Buy	+175	New	+$13.6K	0.01%	292

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clear Perspective Advisors's IWS Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2018, closing a stake of 157 shares — an estimated $14K sold.

Clear Perspective Advisors first reported a position in IWS in Q4 2016 and held it in 7 quarters. The position peaked at $16K in Q4 2017. 503 funds tracked by Wall St. Rank hold IWS as of Q3 2018.

Clear Perspective Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 157 iShares Russell Mid-Cap Value ETF shares in Q3 2018, an estimated $14K.
Clear Perspective Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's iShares Russell Mid-Cap Value ETF position peaked at $16K in Q4 2017.
503 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.