Landmark Bank’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$264K Sell
2,782
-115
-4% -$10.5K 0.06% 82
2019
Q3
$260K Hold
2,897
0.17% 81
2019
Q2
$258K Buy
2,897
+358
+14% +$31.4K 0.17% 79
2019
Q1
$221K Sell
2,539
-816
-24% -$68.8K 0.15% 87
2018
Q4
$256K Buy
+3,355
New +$281K 0.19% 81

Other funds holding IWS

Landmark Bank's IWS Position: Q4 2019 in Review

Landmark Bank reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 4% in Q4 2019, selling an estimated $10.5K and leaving 2,782 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #82.

Landmark Bank first reported a position in IWS in Q4 2018 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold IWS as of Q4 2019.

  • Landmark Bank held 2,782 shares of iShares Russell Mid-Cap Value ETF worth $264K as of Q4 2019.
  • Landmark Bank sold 115 iShares Russell Mid-Cap Value ETF shares in Q4 2019, an estimated $10.5K.
  • iShares Russell Mid-Cap Value ETF made up 0.06% of Landmark Bank's portfolio in Q4 2019, its #82 holding.
  • Landmark Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 5 quarters since.
  • 620 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2019.

Based on Landmark Bank's 13F filing for Q4 2019, filed 12 Feb 2020.