FP
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Fiduciary Planning’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-89
Closed -$10K – 168
2021
Q1 		$10K Hold
89
– – 0.02% 166
2020
Q4 		$9K Hold
89
– – 0.01% 156
2020
Q3 		$7K Buy
+89
New +$7.2K 0.01% 124

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fiduciary Planning's IWS Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2021, closing a stake of 89 shares — an estimated $10K sold.

Fiduciary Planning first reported a position in IWS in Q3 2020 and held it in 3 quarters. The position peaked at $10K in Q1 2021. 672 funds tracked by Wall St. Rank hold IWS as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 89 iShares Russell Mid-Cap Value ETF shares in Q2 2021, an estimated $10K.
  • Fiduciary Planning first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's iShares Russell Mid-Cap Value ETF position peaked at $10K in Q1 2021.
  • 672 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.