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Dixon Hughes Goodman Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$111K Buy
926
+16
+2% +$1.88K 0.03% 234
2021
Q4 		$111K Buy
+910
New +$109K 0.04% 199

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's IWS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.8% in Q1 2022, buying an estimated $1.88K and bringing the position to 926 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #234.

Dixon Hughes Goodman Wealth Advisors first reported a position in IWS in Q4 2021 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold IWS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 926 shares of iShares Russell Mid-Cap Value ETF worth $111K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 16 iShares Russell Mid-Cap Value ETF shares in Q1 2022, an estimated $1.88K.
  • iShares Russell Mid-Cap Value ETF made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #234 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.