Intersect Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-105
Closed -$8K 236
2015
Q1
$8K Hold
105
0.01% 346
2014
Q4
$8K Buy
+105
New +$7.55K 0.01% 361

Other funds holding IWS

Intersect Capital's IWS Position: Q2 2015 in Review

Intersect Capital sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2015, closing a stake of 105 shares — an estimated $8K sold.

Intersect Capital first reported a position in IWS in Q4 2014 and held it in 2 quarters. The position peaked at $8K in Q1 2015. 348 funds tracked by Wall St. Rank hold IWS as of Q2 2015.

  • Intersect Capital reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 105 iShares Russell Mid-Cap Value ETF shares in Q2 2015, an estimated $8K.
  • Intersect Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and held it in 2 quarters.
  • Intersect Capital's iShares Russell Mid-Cap Value ETF position peaked at $8K in Q1 2015.
  • 348 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.