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Horizon Financial Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Horizon Financial 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
2021
Q2 		– Sell
-105
Closed -$11K – 153
2021
Q1 		$11K Buy
+105
New +$10.9K 0.01% 67

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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 $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Financial Services's IWS Position: Q2 2021 in Review

Horizon Financial Services sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2021, closing a stake of 105 shares — an estimated $11K sold.

Horizon Financial Services first reported a position in IWS in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 672 funds tracked by Wall St. Rank hold IWS as of Q2 2021.

  • Horizon Financial Services reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Horizon Financial Services sold 105 iShares Russell Mid-Cap Value ETF shares in Q2 2021, an estimated $11K.
  • Horizon Financial Services first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Horizon Financial Services's iShares Russell Mid-Cap Value ETF position peaked at $11K in Q1 2021.
  • 672 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2021.

Based on Horizon Financial Services's 13F filing for Q2 2021, filed 22 Jul 2021.