Franklin, Parlapiano, Turner & Welch’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
2017 Q2	–	Sell	-350	Closed	-$29K	–	83
2017 Q1	$29K	Hold	350	–	–	0.01%	90
2016 Q4	$28K	Hold	350	–	–	0.01%	89
2016 Q3	$27K	Hold	350	–	–	0.01%	87
2016 Q2	$26K	Hold	350	–	–	0.01%	83
2016 Q1	$25K	Hold	350	–	–	0.01%	84
2015 Q4	$24K	Hold	350	–	–	0.01%	87
2015 Q3	$23K	Buy	+350	New	+$24.9K	0.02%	73

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's IWS Position: Q2 2017 in Review

Franklin, Parlapiano, Turner & Welch sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2017, closing a stake of 350 shares — an estimated $29K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in IWS in Q3 2015 and held it in 7 quarters. The position peaked at $29K in Q1 2017. 436 funds tracked by Wall St. Rank hold IWS as of Q2 2017.

Franklin, Parlapiano, Turner & Welch reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2017 after selling out during the quarter.
Franklin, Parlapiano, Turner & Welch sold 350 iShares Russell Mid-Cap Value ETF shares in Q2 2017, an estimated $29K.
Franklin, Parlapiano, Turner & Welch first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2015 and held it in 7 quarters.
Franklin, Parlapiano, Turner & Welch's iShares Russell Mid-Cap Value ETF position peaked at $29K in Q1 2017.
436 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2017.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2017, filed 17 Jul 2017.