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

Insight 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
2023 Q1	–	Sell	-2,038	Closed	-$214K	–	317
2022 Q4	$214K	Sell	2,038 -60	-3%	-$6.29K	0.07%	294
2022 Q3	$202K	Sell	2,098 -21	-1%	-$2.24K	0.08%	268
2022 Q2	$232K	Hold	2,119	–	–	0.08%	267
2022 Q1	$254K	Sell	2,119 -441	-17%	-$51.9K	0.08%	273
2021 Q4	$313K	Sell	2,560 -115	-4%	-$13.7K	0.09%	246
2021 Q3	$324K	Sell	2,675 -15	-0.6%	-$1.74K	0.1%	238
2021 Q2	$310K	Sell	2,690 -147	-5%	-$16.9K	0.1%	246
2021 Q1	$325K	Hold	2,837	–	–	0.1%	247
2020 Q4	$275K	Buy	+2,837	New	+$256K	0.1%	220

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Insight Advisors's IWS Position: Q1 2023 in Review

Insight Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2023, closing a stake of 2,038 shares — an estimated $214K sold.

Insight Advisors first reported a position in IWS in Q4 2020 and held it in 9 quarters. The position peaked at $325K in Q1 2021. 795 funds tracked by Wall St. Rank hold IWS as of Q1 2023.

Insight Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Insight Advisors sold 2,038 iShares Russell Mid-Cap Value ETF shares in Q1 2023, an estimated $214K.
Insight Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 9 quarters.
Insight Advisors's iShares Russell Mid-Cap Value ETF position peaked at $325K in Q1 2021.
795 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2023.

Based on Insight Advisors's 13F filing for Q1 2023, filed 3 May 2023.