Gupta Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Gupta Wealth Management’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
2016 Q1	$24K	Hold	332	–	–	0.01%	609
2015 Q4	$23K	Hold	332	–	–	0.01%	624
2015 Q3	$22K	Hold	332	–	–	0.01%	663
2015 Q2	$24K	Buy	332 +120	+57%	+$9.04K	0.01%	688
2015 Q1	$16K	Buy	+212	New	+$15.8K	﹤0.01%	657

Other funds holding IWS

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Gupta Wealth Management's IWS Position: Q1 2016 in Review

Gupta Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2016 at 332 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #609.

Gupta Wealth Management first reported a position in IWS in Q1 2015 and has held it in 5 quarters since. 351 funds tracked by Wall St. Rank hold IWS as of Q1 2016.

Gupta Wealth Management held 332 shares of iShares Russell Mid-Cap Value ETF worth $24K as of Q1 2016.
Gupta Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2016.
iShares Russell Mid-Cap Value ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #609 holding.
Gupta Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2015 and has held it in 5 quarters since.
351 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.