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Engrave Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Engrave Wealth Partners’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
2020
Q2 		– Sell
-160
Closed -$10K – 466
2020
Q1 		$10K Hold
160
– – 0.01% 210
2019
Q4 		$15K Buy
+160
New +$14.6K 0.01% 258

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Engrave Wealth Partners's IWS Position: Q2 2020 in Review

Engrave Wealth Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2020, closing a stake of 160 shares — an estimated $10K sold.

Engrave Wealth Partners first reported a position in IWS in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q4 2019. 541 funds tracked by Wall St. Rank hold IWS as of Q2 2020.

  • Engrave Wealth Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 160 iShares Russell Mid-Cap Value ETF shares in Q2 2020, an estimated $10K.
  • Engrave Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and held it in 2 quarters.
  • Engrave Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $15K in Q4 2019.
  • 541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2020.

Based on Engrave Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.