DeDora Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

DeDora Capital’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
2022 Q2	–	Sell	-274	Closed	-$33K	–	251
2022 Q1	$33K	Buy	+274	New	+$32.3K	0.01%	194
2020 Q1	–	Sell	-274	Closed	-$26K	–	109
2019 Q4	$26K	Buy	+274	New	+$25K	0.02%	103

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

DeDora Capital's IWS Position: Q2 2022 in Review

DeDora Capital sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2022, closing a stake of 274 shares — an estimated $33K sold.

DeDora Capital first reported a position in IWS in Q4 2019 and held it in 2 quarters. The position peaked at $33K in Q1 2022. 757 funds tracked by Wall St. Rank hold IWS as of Q2 2022.

DeDora Capital reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 274 iShares Russell Mid-Cap Value ETF shares in Q2 2022, an estimated $33K.
DeDora Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and held it in 2 quarters.
DeDora Capital's iShares Russell Mid-Cap Value ETF position peaked at $33K in Q1 2022.
757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.