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Kiely Wealth Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Kiely Wealth Advisory 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
Q4 		$132K Hold
990
– – 0.08% 79
2024
Q3 		$135K Hold
990
– – 0.09% 79
2024
Q2 		$122K Hold
990
– – 0.07% 67
2024
Q1 		$120K Hold
990
– – 0.07% 64
2023
Q4 		$114K Buy
+990
New +$105K 0.07% 65

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Kiely Wealth Advisory Group's IWS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q4 2024 at 990 shares worth $132K. The position accounts for 0.08% of the portfolio, ranked #79.

Kiely Wealth Advisory Group first reported a position in IWS in Q4 2023 and has held it in 5 quarters since. The position peaked at $135K in Q3 2024. 946 funds tracked by Wall St. Rank hold IWS as of Q4 2024.

  • Kiely Wealth Advisory Group held 990 shares of iShares Russell Mid-Cap Value ETF worth $132K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q4 2024.
  • iShares Russell Mid-Cap Value ETF made up 0.08% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #79 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $135K in Q3 2024.
  • 946 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.