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FMP
Financial Management Professionals’s
iShares Russell Mid-Cap Value ETF
IWS
Stock Holding History
Financial Management Professionals’s Portfolio
IWS Stock Details
IWS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-59
Closed
-$7K
–
994
2021
Q2
$7K
Buy
+59
New
+$6.76K
﹤0.01%
460
2016
Q4
–
Sell
-21
Closed
-$1K
–
296
2016
Q3
$1K
Hold
21
–
–
﹤0.01%
277
2016
Q2
$1K
Hold
21
–
–
﹤0.01%
395
2016
Q1
$1K
Hold
21
–
–
﹤0.01%
238
2015
Q4
$1K
Hold
21
–
–
﹤0.01%
229
2015
Q3
$1K
Hold
21
–
–
﹤0.01%
256
2015
Q2
$1K
Sell
21
-156
-88%
-$11.8K
﹤0.01%
251
2015
Q1
$13K
Buy
+177
New
+$13.2K
0.01%
157
2014
Q3
–
Sell
-206,945
Closed
-$15M
–
255
2014
Q2
$15M
Buy
206,945
+4,336
+2%
+$302K
9.96%
3
2014
Q1
$13.9M
Buy
+202,609
New
+$13.5M
9.57%
3
2013
Q4
–
Sell
-674,331
Closed
-$41.1M
–
263
2013
Q3
$41.1M
Buy
674,331
+11,509
+2%
+$694K
25.43%
1
2013
Q2
$38.4M
Buy
+662,822
New
+$38.4M
28.23%
1
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TF
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1-Year Est. Return
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1-Year Est. Return
CB
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$20.7B AUM
23.76%
1-Year Est. Return
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$1.9T AUM
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1-Year Est. Return
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$82.4B AUM
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1-Year Est. Return
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$71.6B AUM
21.08%
1-Year Est. Return
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$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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