KCM Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

KCM Investment Advisors’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
2023 Q2	–	Sell	-2,060	Closed	-$219K	–	397
2023 Q1	$219K	Sell	2,060 -30	-1%	-$3.27K	0.01%	385
2022 Q4	$220K	Sell	2,090 -493	-19%	-$51.7K	0.01%	377
2022 Q3	$248K	Buy	2,583 +493	+24%	+$52.7K	0.01%	341
2022 Q2	$212K	Hold	2,090	–	–	0.01%	371
2022 Q1	$250K	Hold	2,090	–	–	0.01%	373
2021 Q4	$256K	Hold	2,090	–	–	0.01%	370
2021 Q3	$237K	Hold	2,090	–	–	0.01%	357
2021 Q2	$240K	Sell	2,090 -15	-0.7%	-$1.72K	0.01%	354
2021 Q1	$230K	Hold	2,105	–	–	0.01%	347
2020 Q4	$204K	Buy	+2,105	New	+$190K	0.01%	344
2020 Q1	–	Sell	-2,380	Closed	-$226K	–	324
2019 Q4	$226K	Hold	2,380	–	–	0.01%	317
2019 Q3	$213K	Hold	2,380	–	–	0.01%	313
2019 Q2	$212K	Hold	2,380	–	–	0.01%	316
2019 Q1	$207K	Buy	+2,380	New	+$201K	0.01%	308
2018 Q4	–	Sell	-2,380	Closed	-$215K	–	494
2018 Q3	$215K	Hold	2,380	–	–	0.01%	492
2018 Q2	$211K	Hold	2,380	–	–	0.01%	500
2018 Q1	$206K	Hold	2,380	–	–	0.01%	503
2017 Q4	$212K	Hold	2,380	–	–	0.01%	495
2017 Q3	$202K	Hold	2,380	–	–	0.01%	510
2017 Q2	$200K	Buy	+2,380	New	+$198K	0.01%	521
2016 Q3	–	Sell	-2,780	Closed	-$207K	–	541
2016 Q2	$207K	Buy	+2,780	New	+$202K	0.01%	499
2016 Q1	–	Sell	-4,080	Closed	-$280K	–	524
2015 Q4	$280K	Sell	4,080 -300	-7%	-$21.1K	0.02%	426
2015 Q3	$294K	Sell	4,380 -337	-7%	-$24K	0.02%	418
2015 Q2	$348K	Sell	4,717 -420	-8%	-$31.7K	0.03%	400
2015 Q1	$387K	Buy	5,137 +637	+14%	+$47.5K	0.03%	381
2014 Q4	$332K	Hold	4,500	–	–	0.03%	400
2014 Q3	$315K	Hold	4,500	–	–	0.03%	398
2014 Q2	$327K	Buy	+4,500	New	+$314K	0.03%	385

Other funds holding IWS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KCM Investment Advisors's IWS Position: Q2 2023 in Review

KCM Investment Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2023, closing a stake of 2,060 shares — an estimated $219K sold.

KCM Investment Advisors first reported a position in IWS in Q2 2014 and held it in 28 quarters. The position peaked at $387K in Q1 2015. 798 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

KCM Investment Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
KCM Investment Advisors sold 2,060 iShares Russell Mid-Cap Value ETF shares in Q2 2023, an estimated $219K.
KCM Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2014 and held it in 28 quarters.
KCM Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $387K in Q1 2015.
798 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

Based on KCM Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.