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First PREMIER Bank’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

First PREMIER Bank’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
-217
Closed -$23K – 388
2023
Q1 		$23K Hold
217
– – 0.01% 298
2022
Q4 		$23K Hold
217
– – 0.01% 285
2022
Q3 		$21K Hold
217
– – 0.01% 291
2022
Q2 		$22K Buy
+217
New +$24.3K 0.01% 301

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First PREMIER Bank's IWS Position: Q2 2023 in Review

First PREMIER Bank sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2023, closing a stake of 217 shares — an estimated $23K sold.

First PREMIER Bank first reported a position in IWS in Q2 2022 and held it in 4 quarters. The position peaked at $23K in Q1 2023. 798 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

  • First PREMIER Bank reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • First PREMIER Bank sold 217 iShares Russell Mid-Cap Value ETF shares in Q2 2023, an estimated $23K.
  • First PREMIER Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and held it in 4 quarters.
  • First PREMIER Bank's iShares Russell Mid-Cap Value ETF position peaked at $23K in Q1 2023.
  • 798 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

Based on First PREMIER Bank's 13F filing for Q2 2023, filed 13 Jul 2023.