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

Executive 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
2019 Q3	–	Sell	-141	Closed	-$13K	–	470
2019 Q2	$13K	Buy	141 +1	+0.7%	+$88	﹤0.01%	563
2019 Q1	$12K	Hold	140	–	–	﹤0.01%	516
2018 Q4	$11K	Buy	+140	New	+$11.7K	﹤0.01%	541

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Executive Wealth Management's IWS Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2019, closing a stake of 141 shares — an estimated $13K sold.

Executive Wealth Management first reported a position in IWS in Q4 2018 and held it in 3 quarters. The position peaked at $13K in Q2 2019. 536 funds tracked by Wall St. Rank hold IWS as of Q3 2019.

Executive Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 141 iShares Russell Mid-Cap Value ETF shares in Q3 2019, an estimated $13K.
Executive Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $13K in Q2 2019.
536 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.