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Forvis Mazars Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Forvis Mazars Wealth Advisors’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
2024
Q3 		– Sell
-2,168
Closed -$262K – 436
2024
Q2 		$262K Sell
2,168
-1,080
-33% -$131K 0.01% 363
2024
Q1 		$407K Sell
3,248
-876
-21% -$103K 0.01% 316
2023
Q4 		$480K Buy
4,124
+1,172
+40% +$125K 0.01% 288
2023
Q3 		$308K Sell
2,952
-44
-1% -$4.85K 0.01% 327
2023
Q2 		$329K Sell
2,996
-61
-2% -$6.43K 0.01% 346
2023
Q1 		$325K Hold
3,057
– – 0.01% 322
2022
Q4 		$322K Buy
3,057
+218
+8% +$22.9K 0.01% 314
2022
Q3 		$272K Sell
2,839
-27
-0.9% -$2.88K 0.01% 331
2022
Q2 		$291K Buy
2,866
+910
+47% +$102K 0.01% 323
2022
Q1 		$234K Hold
1,956
– – 0.01% 273
2021
Q4 		$239K Buy
+1,956
New +$234K 0.01% 263
2021
Q2 		– Sell
-3,640
Closed -$398K – 271
2021
Q1 		$398K Hold
3,640
– – 0.02% 193
2020
Q4 		$353K Sell
3,640
-100
-3% -$9.02K 0.02% 269
2020
Q3 		$302K Buy
3,740
+26
+0.7% +$2.1K 0.02% 257
2020
Q2 		$284K Hold
3,714
– – 0.02% 257
2020
Q1 		$238K Sell
3,714
-72
-2% -$6.16K 0.02% 254
2019
Q4 		$359K Buy
3,786
+22
+0.6% +$2.01K 0.03% 225
2019
Q3 		$338K Hold
3,764
– – 0.03% 212
2019
Q2 		$335K Sell
3,764
-295
-7% -$25.9K 0.03% 209
2019
Q1 		$353K Buy
+4,059
New +$342K 0.03% 194

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IWS Position: Q3 2024 in Review

Forvis Mazars Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2024, closing a stake of 2,168 shares — an estimated $262K sold.

Forvis Mazars Wealth Advisors first reported a position in IWS in Q1 2019 and held it in 20 quarters. The position peaked at $480K in Q4 2023. 878 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

  • Forvis Mazars Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 2,168 iShares Russell Mid-Cap Value ETF shares in Q3 2024, an estimated $262K.
  • Forvis Mazars Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and held it in 20 quarters.
  • Forvis Mazars Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $480K in Q4 2023.
  • 878 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.