Liberty Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Liberty Capital 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
2018 Q1	–	Sell	-900	Closed	-$82K	–	167
2017 Q4	$82K	Hold	900	–	–	0.04%	152
2017 Q3	$78K	Sell	900 -600	-40%	-$50.3K	0.04%	160
2017 Q2	$125K	Hold	1,500	–	–	0.08%	131
2017 Q1	$124K	Hold	1,500	–	–	0.07%	124
2016 Q4	$122K	Hold	1,500	–	–	0.08%	119
2016 Q3	$114K	Buy	+1,500	New	+$114K	0.07%	122

Other funds holding IWS

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Liberty Capital Management's IWS Position: Q1 2018 in Review

Liberty Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2018, closing a stake of 900 shares — an estimated $82K sold.

Liberty Capital Management first reported a position in IWS in Q3 2016 and held it in 6 quarters. The position peaked at $125K in Q2 2017. 501 funds tracked by Wall St. Rank hold IWS as of Q1 2018.

Liberty Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
Liberty Capital Management sold 900 iShares Russell Mid-Cap Value ETF shares in Q1 2018, an estimated $82K.
Liberty Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2016 and held it in 6 quarters.
Liberty Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $125K in Q2 2017.
501 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.