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DHJJ Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

DHJJ Financial 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
Q4 		– Sell
-100
Closed -$10.4K – 814
2023
Q3 		$10.4K Buy
+100
New +$11K 0.01% 430

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DHJJ Financial Advisors's IWS Position: Q4 2023 in Review

DHJJ Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2023, closing a stake of 100 shares — an estimated $10.4K sold.

DHJJ Financial Advisors first reported a position in IWS in Q3 2023 and held it in 1 quarter. The position peaked at $10.4K in Q3 2023. 853 funds tracked by Wall St. Rank hold IWS as of Q4 2023.

  • DHJJ Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • DHJJ Financial Advisors sold 100 iShares Russell Mid-Cap Value ETF shares in Q4 2023, an estimated $10.4K.
  • DHJJ Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2023 and held it in 1 quarter.
  • DHJJ Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $10.4K in Q3 2023.
  • 853 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2023.

Based on DHJJ Financial Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.