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Greenwood Capital Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Greenwood Capital Associates’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
2014
Q2 		– Sell
-8,200
Closed -$564K – 150
2014
Q1 		$564K Buy
+8,200
New +$545K 0.18% 89

Other funds holding IWS

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Greenwood Capital Associates's IWS Position: Q2 2014 in Review

Greenwood Capital Associates sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2014, closing a stake of 8,200 shares — an estimated $564K sold.

Greenwood Capital Associates first reported a position in IWS in Q1 2014 and held it in 1 quarter. The position peaked at $564K in Q1 2014. 308 funds tracked by Wall St. Rank hold IWS as of Q2 2014.

  • Greenwood Capital Associates reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2014 after selling out during the quarter.
  • Greenwood Capital Associates sold 8,200 iShares Russell Mid-Cap Value ETF shares in Q2 2014, an estimated $564K.
  • Greenwood Capital Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2014 and held it in 1 quarter.
  • Greenwood Capital Associates's iShares Russell Mid-Cap Value ETF position peaked at $564K in Q1 2014.
  • 308 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2014.

Based on Greenwood Capital Associates's 13F filing for Q2 2014, filed 13 Aug 2014.