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

Karp Capital 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
2019 Q1	–	Sell	-60	Closed	-$5K	–	248
2018 Q4	$5K	Buy	+60	New	+$5.02K	﹤0.01%	294
2016 Q1	–	Sell	-18,806	Closed	-$1.29M	–	89
2015 Q4	$1.29M	Buy	18,806 +2,083	+12%	+$146K	0.75%	53
2015 Q3	$1.12M	Buy	16,723 +265	+2%	+$18.8K	0.77%	47
2015 Q2	$1.21M	Buy	16,458 +2,315	+16%	+$174K	0.82%	45
2015 Q1	$1.06M	Sell	14,143 -325	-2%	-$24.2K	0.72%	45
2014 Q4	$1.07M	Buy	+14,468	New	+$1.04M	0.78%	42

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Karp Capital Management's IWS Position: Q1 2019 in Review

Karp Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2019, closing a stake of 60 shares — an estimated $5K sold.

Karp Capital Management first reported a position in IWS in Q4 2014 and held it in 6 quarters. The position peaked at $1.29M in Q4 2015. 563 funds tracked by Wall St. Rank hold IWS as of Q1 2019.

Karp Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 60 iShares Russell Mid-Cap Value ETF shares in Q1 2019, an estimated $5K.
Karp Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and held it in 6 quarters.
Karp Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $1.29M in Q4 2015.
563 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.