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L & S Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

L & S 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
2020
Q1 		– Sell
-4,267
Closed -$404K – 279
2019
Q4 		$404K Buy
4,267
+832
+24% +$76K 0.05% 234
2019
Q3 		$308K Buy
+3,435
New +$304K 0.04% 265
2019
Q1 		– Sell
-6,320
Closed -$483K – 329
2018
Q4 		$483K Buy
+6,320
New +$529K 0.09% 189

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

L & S Advisors's IWS Position: Q1 2020 in Review

L & S Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2020, closing a stake of 4,267 shares — an estimated $404K sold.

L & S Advisors first reported a position in IWS in Q4 2018 and held it in 3 quarters. The position peaked at $483K in Q4 2018. 532 funds tracked by Wall St. Rank hold IWS as of Q1 2020.

  • L & S Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • L & S Advisors sold 4,267 iShares Russell Mid-Cap Value ETF shares in Q1 2020, an estimated $404K.
  • L & S Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 3 quarters.
  • L & S Advisors's iShares Russell Mid-Cap Value ETF position peaked at $483K in Q4 2018.
  • 532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2020.

Based on L & S Advisors's 13F filing for Q1 2020, filed 13 May 2020.