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

Janiczek 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
2024 Q2	$3.74K	Hold	31	–	–	﹤0.01%	775
2024 Q1	$3.89K	Hold	31	–	–	﹤0.01%	788
2023 Q4	$3.6K	Hold	31	–	–	﹤0.01%	788
2023 Q3	$3.23K	Hold	31	–	–	﹤0.01%	773
2023 Q2	$3.41K	Hold	31	–	–	﹤0.01%	707
2023 Q1	$3.28K	Hold	31	–	–	﹤0.01%	719
2022 Q4	$3.45K	Hold	31	–	–	﹤0.01%	711
2022 Q3	$3K	Hold	31	–	–	﹤0.01%	721
2022 Q2	$3K	Hold	31	–	–	﹤0.01%	737
2022 Q1	$4K	Hold	31	–	–	﹤0.01%	696
2021 Q4	$4K	Hold	31	–	–	﹤0.01%	744
2021 Q3	$4K	Buy	+31	New	+$3.59K	﹤0.01%	724

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Janiczek Wealth Management's IWS Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2024 at 31 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Janiczek Wealth Management first reported a position in IWS in Q3 2021 and has held it in 12 quarters since. The position peaked at $4K in Q1 2022. 854 funds tracked by Wall St. Rank hold IWS as of Q2 2024.

Janiczek Wealth Management held 31 shares of iShares Russell Mid-Cap Value ETF worth $3.74K as of Q2 2024.
Janiczek Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2024.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #775 holding.
Janiczek Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and has held it in 12 quarters since.
Janiczek Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $4K in Q1 2022.
854 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.