GYL Financial Synergies’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

GYL Financial Synergies’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
2024 Q3	$361K	Sell	2,731 -70	-2%	-$8.85K	0.03%	271
2024 Q2	$338K	Hold	2,801	–	–	0.03%	280
2024 Q1	$351K	Hold	2,801	–	–	0.03%	282
2023 Q4	$326K	Hold	2,801	–	–	0.03%	283
2023 Q3	$292K	Hold	2,801	–	–	0.03%	275
2023 Q2	$308K	Hold	2,801	–	–	0.03%	280
2023 Q1	$297K	Buy	2,801 +123	+5%	+$13.4K	0.04%	236
2022 Q4	$282K	Hold	2,678	–	–	0.06%	180
2022 Q3	$257K	Buy	+2,678	New	+$286K	0.07%	166
2020 Q1	–	Sell	-14,124	Closed	-$1.34M	–	168
2019 Q4	$1.34M	Buy	14,124 +81	+0.6%	+$7.4K	0.59%	29
2019 Q3	$1.26M	Buy	14,043 +74	+0.5%	+$6.55K	0.63%	30
2019 Q2	$1.25M	Buy	+13,969	New	+$1.23M	0.66%	28

Other funds holding IWS

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

GYL Financial Synergies's IWS Position: Q3 2024 in Review

GYL Financial Synergies reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.5% in Q3 2024, selling an estimated $8.85K and leaving 2,731 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #271.

GYL Financial Synergies first reported a position in IWS in Q2 2019 and has held it in 12 quarters since. The position peaked at $1.34M in Q4 2019. 880 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

GYL Financial Synergies held 2,731 shares of iShares Russell Mid-Cap Value ETF worth $361K as of Q3 2024.
GYL Financial Synergies sold 70 iShares Russell Mid-Cap Value ETF shares in Q3 2024, an estimated $8.85K.
iShares Russell Mid-Cap Value ETF made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #271 holding.
GYL Financial Synergies first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2019 and has held it in 12 quarters since.
GYL Financial Synergies's iShares Russell Mid-Cap Value ETF position peaked at $1.34M in Q4 2019.
880 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.