KF
IWS icon

Krilogy Financial’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Krilogy Financial’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
2018
Q4 		– Sell
-82
Closed -$7K – 409
2018
Q3 		$7K Buy
+82
New +$7.42K ﹤0.01% 576
2017
Q4 		– Sell
-211
Closed -$18K – 808
2017
Q3 		$18K Buy
211
+29
+16% +$2.43K ﹤0.01% 492
2017
Q2 		$15K Hold
182
– – ﹤0.01% 479
2017
Q1 		$15K Hold
182
– – ﹤0.01% 458
2016
Q4 		$15K Sell
182
-192
-51% -$15K ﹤0.01% 458
2016
Q3 		$29K Buy
374
+184
+97% +$14K 0.01% 388
2016
Q2 		$14K Hold
190
– – ﹤0.01% 482
2016
Q1 		$13K Buy
+190
New +$12.5K 0.01% 445

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return