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

JDM Financial Group’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
Q3 		– Sell
-168
Closed -$20.3K – 414
2024
Q2 		$20.3K Hold
168
– – 0.01% 112
2024
Q1 		$21.1K Hold
168
– – 0.02% 102
2023
Q4 		$19.5K Hold
168
– – 0.02% 100
2023
Q3 		$17.5K Hold
168
– – 0.02% 100
2023
Q2 		$18.5K Buy
168
+1
+0.6% +$105 0.02% 101
2023
Q1 		$17.8K Hold
167
– – 0.02% 103
2022
Q4 		$17.5K Buy
+167
New +$17.5K 0.02% 103

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

JDM Financial Group's IWS Position: Q3 2024 in Review

JDM Financial Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2024, closing a stake of 168 shares — an estimated $20.3K sold.

JDM Financial Group first reported a position in IWS in Q4 2022 and held it in 7 quarters. The position peaked at $21.1K in Q1 2024. 878 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

  • JDM Financial Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • JDM Financial Group sold 168 iShares Russell Mid-Cap Value ETF shares in Q3 2024, an estimated $20.3K.
  • JDM Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 7 quarters.
  • JDM Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $21.1K in Q1 2024.
  • 878 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

Based on JDM Financial Group's 13F filing for Q3 2024, filed 18 Nov 2024.