Hartford Financial Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Hartford Financial 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
2020 Q1	–	Sell	-80	Closed	-$8K	–	360
2019 Q4	$8K	Hold	80	–	–	﹤0.01%	302
2019 Q3	$7K	Hold	80	–	–	﹤0.01%	313
2019 Q2	$7K	Hold	80	–	–	﹤0.01%	313
2019 Q1	$7K	Hold	80	–	–	﹤0.01%	319
2018 Q4	$6K	Hold	80	–	–	﹤0.01%	333
2018 Q3	$7K	Hold	80	–	–	﹤0.01%	340
2018 Q2	$7K	Buy	+80	New	+$7.03K	﹤0.01%	343
2017 Q4	–	Sell	-80	Closed	-$6K	–	367
2017 Q3	$6K	Buy	+80	New	+$6.7K	﹤0.01%	328

Other funds holding IWS

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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hartford Financial Management's IWS Position: Q1 2020 in Review

Hartford Financial Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2020, closing a stake of 80 shares — an estimated $8K sold.

Hartford Financial Management first reported a position in IWS in Q3 2017 and held it in 8 quarters. The position peaked at $8K in Q4 2019. 532 funds tracked by Wall St. Rank hold IWS as of Q1 2020.

Hartford Financial Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Hartford Financial Management sold 80 iShares Russell Mid-Cap Value ETF shares in Q1 2020, an estimated $8K.
Hartford Financial Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2017 and held it in 8 quarters.
Hartford Financial Management's iShares Russell Mid-Cap Value ETF position peaked at $8K in Q4 2019.
532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2020.

Based on Hartford Financial Management's 13F filing for Q1 2020, filed 1 May 2020.