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

Legacy Financial 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
2019
Q2 		– Sell
-300
Closed -$26K – 509
2019
Q1 		$26K Hold
300
– – 0.01% 404
2018
Q4 		$23K Hold
300
– – 0.01% 378
2018
Q3 		$27K Hold
300
– – 0.01% 328
2018
Q2 		$27K Hold
300
– – 0.01% 333
2018
Q1 		$25K Hold
300
– – 0.01% 333
2017
Q4 		$26K Buy
+300
New +$26.1K 0.01% 333

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 $250B AUM 21.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Legacy Financial Advisors's IWS Position: Q2 2019 in Review

Legacy Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2019, closing a stake of 300 shares — an estimated $26K sold.

Legacy Financial Advisors first reported a position in IWS in Q4 2017 and held it in 6 quarters. The position peaked at $27K in Q3 2018. 542 funds tracked by Wall St. Rank hold IWS as of Q2 2019.

  • Legacy Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 300 iShares Russell Mid-Cap Value ETF shares in Q2 2019, an estimated $26K.
  • Legacy Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $27K in Q3 2018.
  • 542 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.