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

Ledyard National Bank’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
2019 Q1	–	Sell	-156	Closed	-$12K	–	464
2018 Q4	$12K	Hold	156	–	–	﹤0.01%	584
2018 Q3	$14K	Hold	156	–	–	﹤0.01%	566
2018 Q2	$14K	Hold	156	–	–	﹤0.01%	580
2018 Q1	$13K	Hold	156	–	–	﹤0.01%	616
2017 Q4	$14K	Hold	156	–	–	﹤0.01%	615
2017 Q3	$13K	Hold	156	–	–	﹤0.01%	622
2017 Q2	$13K	Hold	156	–	–	﹤0.01%	584
2017 Q1	$13K	Hold	156	–	–	﹤0.01%	587
2016 Q4	$13K	Hold	156	–	–	﹤0.01%	461
2016 Q3	$12K	Hold	156	–	–	﹤0.01%	470
2016 Q2	$12K	Hold	156	–	–	﹤0.01%	450
2016 Q1	$11K	Hold	156	–	–	﹤0.01%	513
2015 Q4	$11K	Hold	156	–	–	﹤0.01%	506
2015 Q3	$10K	Hold	156	–	–	﹤0.01%	502
2015 Q2	$12K	Hold	156	–	–	﹤0.01%	490
2015 Q1	$12K	Hold	156	–	–	﹤0.01%	474
2014 Q4	$12K	Hold	156	–	–	﹤0.01%	499
2014 Q3	$11K	Hold	156	–	–	﹤0.01%	457
2014 Q2	$11K	Hold	156	–	–	﹤0.01%	473
2014 Q1	$11K	Buy	+156	New	+$10.4K	﹤0.01%	454

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ledyard National Bank's IWS Position: Q1 2019 in Review

Ledyard National Bank sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2019, closing a stake of 156 shares — an estimated $12K sold.

Ledyard National Bank first reported a position in IWS in Q1 2014 and held it in 20 quarters. The position peaked at $14K in Q3 2018. 564 funds tracked by Wall St. Rank hold IWS as of Q1 2019.

Ledyard National Bank reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 156 iShares Russell Mid-Cap Value ETF shares in Q1 2019, an estimated $12K.
Ledyard National Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2014 and held it in 20 quarters.
Ledyard National Bank's iShares Russell Mid-Cap Value ETF position peaked at $14K in Q3 2018.
564 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.