Lake Point Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Lake Point Wealth Management’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	$8K	Hold	126	–	–	0.01%	123
2019 Q4	$12K	Buy	+126	New	+$11.5K	﹤0.01%	254
2019 Q2	$12K	Hold	130	–	–	﹤0.01%	301
2019 Q1	$12K	Sell	130 -434	-77%	-$36.6K	﹤0.01%	301
2018 Q4	$43K	Buy	+564	New	+$47.2K	0.02%	264

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Lake Point Wealth Management's IWS Position: Q1 2020 in Review

Lake Point Wealth Management held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2020 at 126 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #123.

Lake Point Wealth Management first reported a position in IWS in Q4 2018 and has held it in 5 quarters since. The position peaked at $43K in Q4 2018. 532 funds tracked by Wall St. Rank hold IWS as of Q1 2020.

Lake Point Wealth Management held 126 shares of iShares Russell Mid-Cap Value ETF worth $8K as of Q1 2020.
Lake Point Wealth Management left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2020.
iShares Russell Mid-Cap Value ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #123 holding.
Lake Point Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $43K in Q4 2018.
532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.