Clearview Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-45	Closed	-$4.94K	–	373
2023 Q2	$4.94K	Hold	45	–	–	0.01%	433
2023 Q1	$4.78K	Hold	45	–	–	﹤0.01%	434
2022 Q4	$4.74K	Hold	45	–	–	﹤0.01%	403
2022 Q3	$4K	Hold	45	–	–	﹤0.01%	431
2022 Q2	$5K	Hold	45	–	–	﹤0.01%	432
2022 Q1	$5K	Hold	45	–	–	﹤0.01%	451
2021 Q4	$6K	Hold	45	–	–	﹤0.01%	473
2021 Q3	$5K	Sell	45 -945	-95%	-$109K	﹤0.01%	504
2021 Q2	$114K	Buy	990 +64	+7%	+$7.34K	0.07%	148
2021 Q1	$101K	Buy	+926	New	+$96.5K	0.07%	155

Other funds holding IWS

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Clearview Wealth Advisors's IWS Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2023, closing a stake of 45 shares — an estimated $4.94K sold.

Clearview Wealth Advisors first reported a position in IWS in Q1 2021 and held it in 10 quarters. The position peaked at $114K in Q2 2021. 784 funds tracked by Wall St. Rank hold IWS as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 45 iShares Russell Mid-Cap Value ETF shares in Q3 2023, an estimated $4.94K.
Clearview Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and held it in 10 quarters.
Clearview Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $114K in Q2 2021.
784 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.