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Institute for Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-21
Closed -$2K – 544
2019
Q4 		$2K Buy
+21
New +$1.92K ﹤0.01% 662

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Institute for Wealth Management's IWS Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2020, closing a stake of 21 shares — an estimated $2K sold.

Institute for Wealth Management first reported a position in IWS in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 532 funds tracked by Wall St. Rank hold IWS as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 21 iShares Russell Mid-Cap Value ETF shares in Q1 2020, an estimated $2K.
  • Institute for Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $2K in Q4 2019.
  • 532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.