Financial Architects (New Jersey)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-336	Closed	-$26K	–	516
2020 Q2	$26K	Hold	336	–	–	0.01%	504
2020 Q1	$22K	Hold	336	–	–	0.01%	494
2019 Q4	$32K	Buy	336 +22	+7%	+$2.01K	0.01%	489
2019 Q3	$28K	Buy	314 +14	+5%	+$1.24K	0.01%	531
2019 Q2	$27K	Hold	300	–	–	0.01%	639
2019 Q1	$26K	Hold	300	–	–	﹤0.01%	806
2018 Q4	$23K	Hold	300	–	–	﹤0.01%	769
2018 Q3	$27K	Hold	300	–	–	﹤0.01%	833
2018 Q2	$27K	Hold	300	–	–	﹤0.01%	731
2018 Q1	$26K	Hold	300	–	–	0.01%	813
2017 Q4	$27K	Sell	300 -25	-8%	-$2.17K	﹤0.01%	888
2017 Q3	$28K	Buy	325 +25	+8%	+$2.1K	0.01%	874
2017 Q2	$25K	Hold	300	–	–	﹤0.01%	898
2017 Q1	$25K	Hold	300	–	–	﹤0.01%	871
2016 Q4	$24K	Hold	300	–	–	0.01%	794
2016 Q3	$23K	Hold	300	–	–	0.01%	812
2016 Q2	$22K	Hold	300	–	–	0.01%	757
2016 Q1	$21K	Buy	+300	New	+$19.8K	0.01%	577
2015 Q3	–	Sell	-300	Closed	-$22K	–	563
2015 Q2	$22K	Hold	300	–	–	0.01%	621
2015 Q1	$23K	Hold	300	–	–	0.01%	544
2014 Q4	$22K	Hold	300	–	–	0.01%	509
2014 Q3	$21K	Sell	300 -226	-43%	-$16.2K	0.01%	462
2014 Q2	$38K	Buy	+526	New	+$36.7K	0.02%	369
2013 Q4	–	Sell	-526	Closed	-$32K	–	357
2013 Q3	$32K	Hold	526	–	–	0.02%	306
2013 Q2	$30K	Buy	+526	New	+$30.5K	0.02%	297

Other funds holding IWS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Architects (New Jersey)'s IWS Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2020, closing a stake of 336 shares — an estimated $26K sold.

Financial Architects (New Jersey) first reported a position in IWS in Q2 2013 and held it in 25 quarters. The position peaked at $38K in Q2 2014. 538 funds tracked by Wall St. Rank hold IWS as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 336 iShares Russell Mid-Cap Value ETF shares in Q3 2020, an estimated $26K.
Financial Architects (New Jersey) first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and held it in 25 quarters.
Financial Architects (New Jersey)'s iShares Russell Mid-Cap Value ETF position peaked at $38K in Q2 2014.
538 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.