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Hancock Whitney Investment Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Hancock Whitney Investment Services’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
2022
Q2 		$1.12M Sell
11,001
-528
-5% -$59K 0.71% 39
2022
Q1 		$1.38M Buy
11,529
+193
+2% +$22.7K 0.8% 37
2021
Q4 		$1.39M Buy
+11,336
New +$1.35M 0.24% 73

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Hancock Whitney Investment Services's IWS Position: Q2 2022 in Review

Hancock Whitney Investment Services reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4.6% in Q2 2022, selling an estimated $59K and leaving 11,001 shares worth $1.12M. The position accounts for 0.71% of the portfolio, ranked #39.

Hancock Whitney Investment Services first reported a position in IWS in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.39M in Q4 2021. 757 funds tracked by Wall St. Rank hold IWS as of Q2 2022.

  • Hancock Whitney Investment Services held 11,001 shares of iShares Russell Mid-Cap Value ETF worth $1.12M as of Q2 2022.
  • Hancock Whitney Investment Services sold 528 iShares Russell Mid-Cap Value ETF shares in Q2 2022, an estimated $59K.
  • iShares Russell Mid-Cap Value ETF made up 0.71% of Hancock Whitney Investment Services's portfolio in Q2 2022, its #39 holding.
  • Hancock Whitney Investment Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 3 quarters since.
  • Hancock Whitney Investment Services's iShares Russell Mid-Cap Value ETF position peaked at $1.39M in Q4 2021.
  • 757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q2 2022, filed 9 Aug 2022.