Householder Group Estate & Retirement Specialist’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$384K	Sell	2,973 -75	-2%	-$10K	0.29%	53
2024 Q3	$403K	Sell	3,048 -20	-0.7%	-$2.53K	0.12%	165
2024 Q2	$370K	Hold	3,068	–	–	0.1%	166
2024 Q1	$385K	Sell	3,068 -42	-1%	-$4.95K	0.11%	160
2023 Q4	$361K	Buy	3,110 +2,970	+2,121%	+$316K	0.12%	160
2023 Q3	$14.6K	Buy	+140	New	+$15.4K	0.01%	705
2023 Q1	$17K	Buy	+157	New	+$17.1K	0.01%	667
2022 Q4	–	Sell	-89	Closed	-$8K	–	724
2022 Q3	$8K	Buy	+89	New	+$9.51K	﹤0.01%	779

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IWS Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.5% in Q4 2024, selling an estimated $10K and leaving 2,973 shares worth $384K. The position accounts for 0.29% of the portfolio, ranked #53.

Householder Group Estate & Retirement Specialist first reported a position in IWS in Q3 2022 and has held it in 8 quarters since. The position peaked at $403K in Q3 2024. 947 funds tracked by Wall St. Rank hold IWS as of Q4 2024.

Householder Group Estate & Retirement Specialist held 2,973 shares of iShares Russell Mid-Cap Value ETF worth $384K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 75 iShares Russell Mid-Cap Value ETF shares in Q4 2024, an estimated $10K.
iShares Russell Mid-Cap Value ETF made up 0.29% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #53 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's iShares Russell Mid-Cap Value ETF position peaked at $403K in Q3 2024.
947 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.