IP
IWS icon

Intellectus Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Intellectus Partners’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
2019
Q2 		– Sell
-57
Closed -$5K – 297
2019
Q1 		$5K Buy
+57
New +$4.81K ﹤0.01% 397
2018
Q4 		– Sell
-57
Closed -$5K – 412
2018
Q3 		$5K Hold
57
– – ﹤0.01% 529
2018
Q2 		$5K Hold
57
– – ﹤0.01% 533
2018
Q1 		$5K Hold
57
– – ﹤0.01% 537
2017
Q4 		$5K Hold
57
– – ﹤0.01% 544
2017
Q3 		$5K Hold
57
– – ﹤0.01% 691
2017
Q2 		$5K Hold
57
– – ﹤0.01% 665
2017
Q1 		$5K Hold
57
– – ﹤0.01% 599
2016
Q4 		$5K Buy
+57
New +$4.44K ﹤0.01% 594

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TF
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CB
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Morgan Stanley
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
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Bank of America
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Fidelity Investments
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return