Dynasty Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Dynasty Wealth Management’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 Q1	–	Sell	-2,904	Closed	-$259K	–	79
2017 Q4	$259K	Buy	+2,904	New	+$252K	0.45%	75

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Dynasty Wealth Management's IWS Position: Q1 2018 in Review

Dynasty Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2018, closing a stake of 2,904 shares — an estimated $259K sold.

Dynasty Wealth Management first reported a position in IWS in Q4 2017 and held it in 1 quarter. The position peaked at $259K in Q4 2017. 501 funds tracked by Wall St. Rank hold IWS as of Q1 2018.

Dynasty Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
Dynasty Wealth Management sold 2,904 iShares Russell Mid-Cap Value ETF shares in Q1 2018, an estimated $259K.
Dynasty Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 1 quarter.
Dynasty Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $259K in Q4 2017.
501 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.