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Hoover Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Hoover Financial Advisors’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
Q2 		$92K Hold
800
– – 0.02% 211
2021
Q1 		$92K Buy
800
+774
+2,977% +$80.6K 0.02% 201
2020
Q4 		$3K Sell
26
-70
-73% -$6.31K ﹤0.01% 485
2020
Q3 		$8K Sell
96
-901
-90% -$72.9K ﹤0.01% 170
2020
Q2 		$76K Buy
+997
New +$72.6K 0.03% 151

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hoover Financial Advisors's IWS Position: Q2 2021 in Review

Hoover Financial Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2021 at 800 shares worth $92K. The position accounts for 0.02% of the portfolio, ranked #211.

Hoover Financial Advisors first reported a position in IWS in Q2 2020 and has held it in 5 quarters since. 673 funds tracked by Wall St. Rank hold IWS as of Q2 2021.

  • Hoover Financial Advisors held 800 shares of iShares Russell Mid-Cap Value ETF worth $92K as of Q2 2021.
  • Hoover Financial Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2021.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #211 holding.
  • Hoover Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2020 and has held it in 5 quarters since.
  • 673 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.