HI
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Human Investing’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Human Investing’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
2020
Q4 		– Sell
-320
Closed -$26K – 316
2020
Q3 		$26K Hold
320
– – 0.01% 188
2020
Q2 		$24K Buy
320
+278
+662% +$20.2K 0.01% 180
2020
Q1 		$3K Hold
42
– – ﹤0.01% 260
2019
Q4 		$4K Buy
+42
New +$3.84K ﹤0.01% 321
2019
Q1 		– Sell
-10
Closed -$1K – 390
2018
Q4 		$1K Buy
+10
New +$837 ﹤0.01% 372

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Human Investing's IWS Position: Q4 2020 in Review

Human Investing sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2020, closing a stake of 320 shares — an estimated $26K sold.

Human Investing first reported a position in IWS in Q4 2018 and held it in 5 quarters. The position peaked at $26K in Q3 2020. 630 funds tracked by Wall St. Rank hold IWS as of Q4 2020.

  • Human Investing reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Human Investing sold 320 iShares Russell Mid-Cap Value ETF shares in Q4 2020, an estimated $26K.
  • Human Investing first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 5 quarters.
  • Human Investing's iShares Russell Mid-Cap Value ETF position peaked at $26K in Q3 2020.
  • 630 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2020.

Based on Human Investing's 13F filing for Q4 2020, filed 4 Feb 2021.