Kistler-Tiffany Companies’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Kistler-Tiffany Companies’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	$47.6K	Sell	433 -28	-6%	-$2.95K	0.01%	496
2023 Q1	$49K	Hold	461	–	–	0.01%	433
2022 Q4	$48.6K	Hold	461	–	–	0.01%	422
2022 Q3	$44K	Sell	461 -43	-9%	-$4.59K	0.01%	394
2022 Q2	$51K	Sell	504 -18	-3%	-$2.01K	0.01%	374
2022 Q1	$62K	Hold	522	–	–	0.01%	365
2021 Q4	$64K	Hold	522	–	–	0.01%	350
2021 Q3	$59K	Hold	522	–	–	0.01%	350
2021 Q2	$60K	Buy	522 +93	+22%	+$10.7K	0.01%	336
2021 Q1	$47K	Buy	429 +94	+28%	+$9.79K	0.01%	344
2020 Q4	$32K	Buy	+335	New	+$30.2K	0.01%	361
2015 Q2	–	Sell	-134	Closed	-$10K	–	620
2015 Q1	$10K	Buy	+134	New	+$9.99K	0.01%	439
2014 Q4	–	Sell	-72	Closed	-$5K	–	604
2014 Q3	$5K	Buy	+72	New	+$5.16K	﹤0.01%	510

Other funds holding IWS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

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

Kistler-Tiffany Companies's IWS Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 6.1% in Q2 2023, selling an estimated $2.95K and leaving 433 shares worth $47.6K. The position accounts for 0.01% of the portfolio, ranked #496.

Kistler-Tiffany Companies first reported a position in IWS in Q3 2014 and has held it in 13 quarters since. The position peaked at $64K in Q4 2021. 799 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

Kistler-Tiffany Companies held 433 shares of iShares Russell Mid-Cap Value ETF worth $47.6K as of Q2 2023.
Kistler-Tiffany Companies sold 28 iShares Russell Mid-Cap Value ETF shares in Q2 2023, an estimated $2.95K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #496 holding.
Kistler-Tiffany Companies first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2014 and has held it in 13 quarters since.
Kistler-Tiffany Companies's iShares Russell Mid-Cap Value ETF position peaked at $64K in Q4 2021.
799 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.