Hudock Inc’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Hudock Inc’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
2022 Q4	–	Sell	-24	Closed	-$2K	–	425
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	687
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	675
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	681
2021 Q4	$2K	Hold	24	–	–	﹤0.01%	686
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	757
2021 Q2	$2K	Buy	+24	New	+$2.75K	﹤0.01%	732
2020 Q3	–	Sell	-740	Closed	-$56K	–	759
2020 Q2	$56K	Hold	740	–	–	0.02%	253
2020 Q1	$47K	Buy	+740	New	+$63.3K	0.02%	233
2019 Q4	–	Sell	-373	Closed	-$33K	–	698
2019 Q3	$33K	Hold	373	–	–	0.01%	291
2019 Q2	$33K	Hold	373	–	–	0.01%	292
2019 Q1	$32K	Hold	373	–	–	0.01%	286
2018 Q4	$28K	Buy	+373	New	+$31.2K	0.01%	292

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hudock Inc's IWS Position: Q4 2022 in Review

Hudock Inc sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2022, closing a stake of 24 shares — an estimated $2K sold.

Hudock Inc first reported a position in IWS in Q4 2018 and held it in 12 quarters. The position peaked at $56K in Q2 2020. 831 funds tracked by Wall St. Rank hold IWS as of Q4 2022.

Hudock Inc reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 24 iShares Russell Mid-Cap Value ETF shares in Q4 2022, an estimated $2K.
Hudock Inc first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 12 quarters.
Hudock Inc's iShares Russell Mid-Cap Value ETF position peaked at $56K in Q2 2020.
831 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.