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

Level 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
2024
Q1 		– Sell
-153
Closed -$17.8K – 170
2023
Q4 		$17.8K Hold
153
– – 0.01% 167
2023
Q3 		$16K Hold
153
– – 0.01% 162
2023
Q2 		$16.8K Buy
+153
New +$16.1K 0.01% 159
2022
Q1 		– Sell
-31
Closed -$4K – 255
2021
Q4 		$4K Buy
+31
New +$3.7K ﹤0.01% 215

Other funds holding IWS

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Level Financial Advisors's IWS Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2024, closing a stake of 153 shares — an estimated $17.8K sold.

Level Financial Advisors first reported a position in IWS in Q4 2021 and held it in 4 quarters. The position peaked at $17.8K in Q4 2023. 852 funds tracked by Wall St. Rank hold IWS as of Q1 2024.

  • Level Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 153 iShares Russell Mid-Cap Value ETF shares in Q1 2024, an estimated $17.8K.
  • Level Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 4 quarters.
  • Level Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $17.8K in Q4 2023.
  • 852 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.