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ForthRight Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

ForthRight Wealth Management’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
Q1 		– Sell
-474
Closed -$46K – 108
2020
Q4 		$46K Buy
+474
New +$42.7K 0.04% 73

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ForthRight Wealth Management's IWS Position: Q1 2021 in Review

ForthRight Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2021, closing a stake of 474 shares — an estimated $46K sold.

ForthRight Wealth Management first reported a position in IWS in Q4 2020 and held it in 1 quarter. The position peaked at $46K in Q4 2020. 656 funds tracked by Wall St. Rank hold IWS as of Q1 2021.

  • ForthRight Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 474 iShares Russell Mid-Cap Value ETF shares in Q1 2021, an estimated $46K.
  • ForthRight Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $46K in Q4 2020.
  • 656 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.