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

KerberRose 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
2022 Q2	$323K	Buy	+3,182	New	+$356K	0.26%	76

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

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

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

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

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

FCBT

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

KerberRose Wealth Management's IWS Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q2 2022: 3,182 shares worth $323K. The stake represents 0.26% of the portfolio and ranks #76 among its holdings.

757 funds tracked by Wall St. Rank hold IWS as of Q2 2022.

KerberRose Wealth Management held 3,182 shares of iShares Russell Mid-Cap Value ETF worth $323K as of Q2 2022.
iShares Russell Mid-Cap Value ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares Russell Mid-Cap Value ETF made up 0.26% of KerberRose Wealth Management's portfolio in Q2 2022, its #76 holding.
757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.