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Israel Englander’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Israel Englander’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
2022
Q3 		– Sell
-7,211
Closed -$732K – 7282
2022
Q2 		$732K Buy
7,211
+3,621
+101% +$405K ﹤0.01% 4655
2022
Q1 		$430K Buy
+3,590
New +$423K ﹤0.01% 5236
2021
Q2 		– Sell
-4,251
Closed -$465K – 6785
2021
Q1 		$465K Buy
+4,251
New +$443K ﹤0.01% 4886
2020
Q3 		– Sell
-12,899
Closed -$987K – 4638
2020
Q2 		$987K Buy
+12,899
New +$939K ﹤0.01% 3003
2019
Q1 		– Sell
-9,738
Closed -$743K – 4135
2018
Q4 		$743K Buy
+9,738
New +$815K ﹤0.01% 2736
2018
Q1 		– Sell
-15,337
Closed -$1.37M – 3862
2017
Q4 		$1.37M Buy
+15,337
New +$1.33M ﹤0.01% 2514
2017
Q1 		– Sell
-8,995
Closed -$723K – 3663
2016
Q4 		$723K Sell
8,995
-38,990
-81% -$3.04M ﹤0.01% 2433
2016
Q3 		$3.68M Buy
47,985
+13,351
+39% +$1.02M 0.01% 1544
2016
Q2 		$2.57M Buy
34,634
+15,083
+77% +$1.09M 0.01% 1646
2016
Q1 		$1.39M Sell
19,551
-4,785
-20% -$316K ﹤0.01% 1999
2015
Q4 		$1.67M Sell
24,336
-36,444
-60% -$2.56M ﹤0.01% 2034
2015
Q3 		$4.08M Buy
60,780
+56,554
+1,338% +$4.02M 0.01% 1457
2015
Q2 		$312K Sell
4,226
-40,384
-91% -$3.04M ﹤0.01% 2867
2015
Q1 		$3.36M Buy
44,610
+15,775
+55% +$1.18M 0.01% 1638
2014
Q4 		$2.13M Buy
28,835
+24,437
+556% +$1.76M ﹤0.01% 1931
2014
Q3 		$308K Buy
4,398
+1,194
+37% +$85.6K ﹤0.01% 3078
2014
Q2 		$233K Buy
+3,204
New +$224K ﹤0.01% 3031

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Israel Englander's IWS Position: Q3 2022 in Review

Israel Englander sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2022, closing a stake of 7,211 shares — an estimated $732K sold.

Israel Englander first reported a position in IWS in Q2 2014 and held it in 17 quarters. The position peaked at $4.08M in Q3 2015. 744 funds tracked by Wall St. Rank hold IWS as of Q3 2022.

  • Israel Englander reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • Israel Englander sold 7,211 iShares Russell Mid-Cap Value ETF shares in Q3 2022, an estimated $732K.
  • Israel Englander first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2014 and held it in 17 quarters.
  • Israel Englander's iShares Russell Mid-Cap Value ETF position peaked at $4.08M in Q3 2015.
  • 744 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2022.

Based on Millennium Management's 13F filing for Q3 2022, filed 14 Nov 2022.