KFAA
IWS icon

Klaas Financial Asset Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Klaas Financial Asset 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
2022
Q1 		– Sell
-148
Closed -$18K – 79
2021
Q4 		$18K Buy
+148
New +$17.7K ﹤0.01% 63

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Klaas Financial Asset Advisors's IWS Position: Q1 2022 in Review

Klaas Financial Asset Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2022, closing a stake of 148 shares — an estimated $18K sold.

Klaas Financial Asset Advisors first reported a position in IWS in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 762 funds tracked by Wall St. Rank hold IWS as of Q1 2022.

  • Klaas Financial Asset Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Klaas Financial Asset Advisors sold 148 iShares Russell Mid-Cap Value ETF shares in Q1 2022, an estimated $18K.
  • Klaas Financial Asset Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Klaas Financial Asset Advisors's iShares Russell Mid-Cap Value ETF position peaked at $18K in Q4 2021.
  • 762 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q1 2022, filed 13 May 2022.