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Klingman & Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Klingman & Associates’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
2015
Q2 		– Sell
-59
Closed -$4K – 409
2015
Q1 		$4K Hold
59
– – ﹤0.01% 325
2014
Q4 		$4K Buy
+59
New +$4.24K ﹤0.01% 333

Other funds holding IWS

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Klingman & Associates's IWS Position: Q2 2015 in Review

Klingman & Associates sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2015, closing a stake of 59 shares — an estimated $4K sold.

Klingman & Associates first reported a position in IWS in Q4 2014 and held it in 2 quarters. The position peaked at $4K in Q1 2015. 348 funds tracked by Wall St. Rank hold IWS as of Q2 2015.

  • Klingman & Associates reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2015 after selling out during the quarter.
  • Klingman & Associates sold 59 iShares Russell Mid-Cap Value ETF shares in Q2 2015, an estimated $4K.
  • Klingman & Associates first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2014 and held it in 2 quarters.
  • Klingman & Associates's iShares Russell Mid-Cap Value ETF position peaked at $4K in Q1 2015.
  • 348 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2015.

Based on Klingman & Associates's 13F filing for Q2 2015, filed 9 Feb 2016.