Forum Private Client Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Forum Private Client 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 Q3	–	Sell	-2,051	Closed	-$225K	–	39
2023 Q2	$225K	Hold	2,051	–	–	0.13%	66
2023 Q1	$218K	Sell	2,051 -3	-0.1%	-$327	0.14%	66
2022 Q4	$216K	Buy	+2,054	New	+$215K	0.15%	65
2022 Q3	–	Sell	-2,054	Closed	-$209K	–	66
2022 Q2	$209K	Buy	+2,054	New	+$230K	0.15%	63

Other funds holding IWS

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Forum Private Client Group's IWS Position: Q3 2023 in Review

Forum Private Client Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2023, closing a stake of 2,051 shares — an estimated $225K sold.

Forum Private Client Group first reported a position in IWS in Q2 2022 and held it in 4 quarters. The position peaked at $225K in Q2 2023. 784 funds tracked by Wall St. Rank hold IWS as of Q3 2023.

Forum Private Client Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Forum Private Client Group sold 2,051 iShares Russell Mid-Cap Value ETF shares in Q3 2023, an estimated $225K.
Forum Private Client Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and held it in 4 quarters.
Forum Private Client Group's iShares Russell Mid-Cap Value ETF position peaked at $225K in Q2 2023.
784 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2023.

Based on Forum Private Client Group's 13F filing for Q3 2023, filed 8 Nov 2023.