First Capital Advisors Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

First Capital Advisors Group’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
2023 Q2	–	Sell	-1	Closed	-$105	–	958
2023 Q1	$66	Buy	+1	New	+$109	﹤0.01%	212
2018 Q4	$257K	Hold	3,363	–	–	0.19%	110
2018 Q3	$304K	Hold	3,363	–	–	0.19%	107
2018 Q2	$298K	Hold	3,363	–	–	0.2%	109
2018 Q1	$291K	Hold	3,363	–	–	0.17%	119
2017 Q4	$300K	Sell	3,363 -100	-3%	-$8.69K	0.19%	132
2017 Q3	$294K	Buy	+3,463	New	+$290K	0.2%	121

Other funds holding IWS

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

First Capital Advisors Group's IWS Position: Q2 2023 in Review

First Capital Advisors Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2023, closing a stake of 1 share — an estimated $105 sold.

First Capital Advisors Group first reported a position in IWS in Q3 2017 and held it in 7 quarters. The position peaked at $304K in Q3 2018. 798 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

First Capital Advisors Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
First Capital Advisors Group sold 1 iShares Russell Mid-Cap Value ETF share in Q2 2023, an estimated $105.
First Capital Advisors Group first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2017 and held it in 7 quarters.
First Capital Advisors Group's iShares Russell Mid-Cap Value ETF position peaked at $304K in Q3 2018.
798 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.