Delphi Private Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Delphi Private 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 Q4	–	Sell	-51	Closed	-$5K	–	57
2018 Q3	$5K	Hold	51	–	–	0.02%	62
2018 Q2	$5K	Hold	51	–	–	0.02%	71
2018 Q1	$4K	Hold	51	–	–	0.02%	70
2017 Q4	$5K	Hold	51	–	–	0.01%	115
2017 Q3	$4K	Sell	51 -68	-57%	-$5.7K	0.01%	73
2017 Q2	$10K	Hold	119	–	–	0.02%	86
2017 Q1	$10K	Hold	119	–	–	0.02%	70
2016 Q4	$10K	Hold	119	–	–	0.02%	99
2016 Q3	$9K	Hold	119	–	–	0.02%	119
2016 Q2	$9K	Hold	119	–	–	0.02%	147
2016 Q1	$8K	Hold	119	–	–	0.01%	161
2015 Q4	$8K	Buy	+119	New	+$8.36K	0.01%	171

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

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

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

Delphi Private Advisors's IWS Position: Q4 2018 in Review

Delphi Private Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2018, closing a stake of 51 shares — an estimated $5K sold.

Delphi Private Advisors first reported a position in IWS in Q4 2015 and held it in 12 quarters. The position peaked at $10K in Q2 2017. 532 funds tracked by Wall St. Rank hold IWS as of Q4 2018.

Delphi Private Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Delphi Private Advisors sold 51 iShares Russell Mid-Cap Value ETF shares in Q4 2018, an estimated $5K.
Delphi Private Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and held it in 12 quarters.
Delphi Private Advisors's iShares Russell Mid-Cap Value ETF position peaked at $10K in Q2 2017.
532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2018.

Based on Delphi Private Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.