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

Independence 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
2020
Q3 		$37K Hold
455
– – 0.01% 131
2020
Q2 		$35K Sell
455
-288
-39% -$21K 0.01% 128
2020
Q1 		$48K Sell
743
-322
-30% -$27.5K 0.01% 107
2019
Q4 		$101K Buy
+1,065
New +$97.3K 0.02% 108

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Independence Advisors's IWS Position: Q3 2020 in Review

Independence Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2020 at 455 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #131.

Independence Advisors first reported a position in IWS in Q4 2019 and has held it in 4 quarters since. The position peaked at $101K in Q4 2019. 538 funds tracked by Wall St. Rank hold IWS as of Q3 2020.

  • Independence Advisors held 455 shares of iShares Russell Mid-Cap Value ETF worth $37K as of Q3 2020.
  • Independence Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2020.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #131 holding.
  • Independence Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's iShares Russell Mid-Cap Value ETF position peaked at $101K in Q4 2019.
  • 538 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.