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

Guidant 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
2019 Q3	$1.04M	Sell	11,612 -45	-0.4%	-$3.99K	0.39%	45
2019 Q2	$1.04M	Sell	11,657 -143	-1%	-$12.6K	0.4%	46
2019 Q1	$1.02M	Sell	11,800 -178	-1%	-$15K	0.4%	47
2018 Q4	$914K	Buy	11,978 +136	+1%	+$11.4K	0.43%	49
2018 Q3	$1.07M	Hold	11,842	–	–	0.45%	27
2018 Q2	$1.05M	Hold	11,842	–	–	0.46%	26
2018 Q1	$1M	Hold	11,842	–	–	0.45%	26
2017 Q4	$1.07M	Sell	11,842 -34	-0.3%	-$2.96K	0.48%	26
2017 Q3	$1.01M	Sell	11,876 -529	-4%	-$44.3K	0.72%	24
2017 Q2	$1.03M	Sell	12,405 -2,395	-16%	-$199K	0.53%	41
2017 Q1	$1.22M	Sell	14,800 -7,154	-33%	-$591K	0.64%	37
2016 Q4	$1.79M	Sell	21,954 -16,765	-43%	-$1.31M	1.02%	33
2016 Q3	$2.93M	Buy	+38,719	New	+$2.95M	1.81%	20

Other funds holding IWS

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Guidant Wealth Advisors's IWS Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.39% in Q3 2019, selling an estimated $3.99K and leaving 11,612 shares worth $1.04M. The position accounts for 0.39% of the portfolio, ranked #45.

Guidant Wealth Advisors first reported a position in IWS in Q3 2016 and has held it in 13 quarters since. The position peaked at $2.93M in Q3 2016. 536 funds tracked by Wall St. Rank hold IWS as of Q3 2019.

Guidant Wealth Advisors held 11,612 shares of iShares Russell Mid-Cap Value ETF worth $1.04M as of Q3 2019.
Guidant Wealth Advisors sold 45 iShares Russell Mid-Cap Value ETF shares in Q3 2019, an estimated $3.99K.
iShares Russell Mid-Cap Value ETF made up 0.39% of Guidant Wealth Advisors's portfolio in Q3 2019, its #45 holding.
Guidant Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $2.93M in Q3 2016.
536 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.