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

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	–	254
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	–	262
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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Management Professionals's IWS Position: Q3 2021 in Review

Financial Management Professionals sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2021, closing a stake of 59 shares — an estimated $7K sold.

Financial Management Professionals first reported a position in IWS in Q2 2013 and held it in 12 quarters. The position peaked at $41.1M in Q3 2013. 672 funds tracked by Wall St. Rank hold IWS as of Q3 2021.

Financial Management Professionals reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2021 after selling out during the quarter.
Financial Management Professionals sold 59 iShares Russell Mid-Cap Value ETF shares in Q3 2021, an estimated $7K.
Financial Management Professionals first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and held it in 12 quarters.
Financial Management Professionals's iShares Russell Mid-Cap Value ETF position peaked at $41.1M in Q3 2013.
672 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2021.

Based on Financial Management Professionals's 13F filing for Q3 2021, filed 2 Nov 2021.