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Hayden Royal’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Hayden Royal’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
2021
Q4 		$105K Buy
+858
New +$102K 0.25% 124
2021
Q3 		– Sell
-1,842
Closed -$212K – 145
2021
Q2 		$212K Sell
1,842
-11
-0.6% -$1.26K 0.12% 179
2021
Q1 		$203K Buy
+1,853
New +$193K 0.12% 184

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hayden Royal's IWS Position: Q4 2021 in Review

Hayden Royal opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q4 2021: 858 shares worth $105K. The stake represents 0.25% of the portfolio and ranks #124 among its holdings. This is a return to the name: Hayden Royal previously reported a position in IWS as recently as Q2 2021.

Hayden Royal first reported a position in IWS in Q1 2021 and has held it in 3 quarters since. The position peaked at $212K in Q2 2021. 782 funds tracked by Wall St. Rank hold IWS as of Q4 2021.

  • Hayden Royal held 858 shares of iShares Russell Mid-Cap Value ETF worth $105K as of Q4 2021.
  • iShares Russell Mid-Cap Value ETF was a new Hayden Royal position in Q4 2021.
  • iShares Russell Mid-Cap Value ETF made up 0.25% of Hayden Royal's portfolio in Q4 2021, its #124 holding.
  • Hayden Royal first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and has held it in 3 quarters since.
  • Hayden Royal's iShares Russell Mid-Cap Value ETF position peaked at $212K in Q2 2021.
  • 782 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.