FundX Investment Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

FundX Investment 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
2017 Q2	–	Sell	-151,459	Closed	-$12.6M	–	50
2017 Q1	$12.6M	Sell	151,459 -42,900	-22%	-$3.54M	5.29%	7
2016 Q4	$15.6M	Sell	194,359 -3,600	-2%	-$280K	5.47%	8
2016 Q3	$15.2M	Buy	+197,959	New	+$15.1M	3.89%	10
2014 Q4	–	Sell	-4,464	Closed	-$312K	–	24
2014 Q3	$312K	Sell	4,464 -56,936	-93%	-$4.08M	0.12%	16
2014 Q2	$4.46M	Buy	+61,400	New	+$4.28M	1.71%	14
2013 Q3	–	Sell	-571,215	Closed	-$33.1M	–	26
2013 Q2	$33.1M	Buy	+571,215	New	+$33.1M	14.12%	3

Other funds holding IWS

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FundX Investment Group's IWS Position: Q2 2017 in Review

FundX Investment Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2017, closing a stake of 151,459 shares — an estimated $12.6M sold.

FundX Investment Group first reported a position in IWS in Q2 2013 and held it in 6 quarters. The position peaked at $33.1M in Q2 2013. 436 funds tracked by Wall St. Rank hold IWS as of Q2 2017.

FundX Investment Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2017 after selling out during the quarter.
FundX Investment Group sold 151,459 iShares Russell Mid-Cap Value ETF shares in Q2 2017, an estimated $12.6M.
FundX Investment Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and held it in 6 quarters.
FundX Investment Group's iShares Russell Mid-Cap Value ETF position peaked at $33.1M in Q2 2013.
436 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2017.

Based on FundX Investment Group's 13F filing for Q2 2017, filed 7 Aug 2017.