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IRON Financial’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

IRON Financial’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
Q4 		– Sell
-4,365
Closed -$392K – 122
2019
Q3 		$392K Buy
4,365
+3
+0.1% +$266 0.29% 66
2019
Q2 		$379K Buy
+4,362
New +$383K 0.35% 58

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IRON Financial's IWS Position: Q4 2019 in Review

IRON Financial sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2019, closing a stake of 4,365 shares — an estimated $392K sold.

IRON Financial first reported a position in IWS in Q2 2019 and held it in 2 quarters. The position peaked at $392K in Q3 2019. 621 funds tracked by Wall St. Rank hold IWS as of Q4 2019.

  • IRON Financial reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
  • IRON Financial sold 4,365 iShares Russell Mid-Cap Value ETF shares in Q4 2019, an estimated $392K.
  • IRON Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2019 and held it in 2 quarters.
  • IRON Financial's iShares Russell Mid-Cap Value ETF position peaked at $392K in Q3 2019.
  • 621 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2019.

Based on IRON Financial's 13F filing for Q4 2019, filed 30 Jan 2020.