FourThought Financial’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

FourThought Financial’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
2022 Q3	$59K	Buy	617 +4	+0.7%	+$427	0.01%	550
2022 Q2	$62K	Buy	613 +2	+0.3%	+$224	0.01%	550
2022 Q1	$73K	Buy	611 +3	+0.5%	+$353	0.01%	554
2021 Q4	$74K	Buy	608 +3	+0.5%	+$358	0.01%	551
2021 Q3	$68K	Buy	605 +160	+36%	+$18.5K	0.01%	598
2021 Q2	$51K	Buy	445 +1	+0.2%	+$115	0.01%	699
2021 Q1	$48K	Buy	444 +252	+131%	+$26.2K	0.01%	698
2020 Q4	$18K	Buy	+192	New	+$17.3K	﹤0.01%	901

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

FourThought Financial's IWS Position: Q3 2022 in Review

FourThought Financial increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.65% in Q3 2022, buying an estimated $427 and bringing the position to 617 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #550.

FourThought Financial first reported a position in IWS in Q4 2020 and has held it in 8 quarters since. The position peaked at $74K in Q4 2021. 744 funds tracked by Wall St. Rank hold IWS as of Q3 2022.

FourThought Financial held 617 shares of iShares Russell Mid-Cap Value ETF worth $59K as of Q3 2022.
FourThought Financial bought 4 iShares Russell Mid-Cap Value ETF shares in Q3 2022, an estimated $427.
iShares Russell Mid-Cap Value ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #550 holding.
FourThought Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Russell Mid-Cap Value ETF position peaked at $74K in Q4 2021.
744 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.