Hefty Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Hefty Wealth Partners’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
2017 Q1	–	Sell	-6,455	Closed	-$519K	–	258
2016 Q4	$519K	Sell	6,455 -1,166	-15%	-$90.8K	0.43%	59
2016 Q3	$585K	Sell	7,621 -10,352	-58%	-$789K	0.44%	68
2016 Q2	$1.33M	Buy	17,973 +839	+5%	+$60.8K	1.1%	31
2016 Q1	$1.22M	Sell	17,134 -30,797	-64%	-$2.03M	1.14%	30
2015 Q4	$3.29M	Buy	+47,931	New	+$3.37M	3.14%	4

Other funds holding IWS

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Hefty Wealth Partners's IWS Position: Q1 2017 in Review

Hefty Wealth Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2017, closing a stake of 6,455 shares — an estimated $519K sold.

Hefty Wealth Partners first reported a position in IWS in Q4 2015 and held it in 5 quarters. The position peaked at $3.29M in Q4 2015. 437 funds tracked by Wall St. Rank hold IWS as of Q1 2017.

Hefty Wealth Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2017 after selling out during the quarter.
Hefty Wealth Partners sold 6,455 iShares Russell Mid-Cap Value ETF shares in Q1 2017, an estimated $519K.
Hefty Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and held it in 5 quarters.
Hefty Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $3.29M in Q4 2015.
437 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2017.

Based on Hefty Wealth Partners's 13F filing for Q1 2017, filed 6 Apr 2017.