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

Liberty Wealth 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
2021 Q4	–	Sell	-221	Closed	-$25K	–	645
2021 Q3	$25K	Buy	221 +1	+0.5%	+$116	0.01%	592
2021 Q2	$25K	Buy	220 +65	+42%	+$7.45K	0.01%	463
2021 Q1	$15K	Hold	155	–	–	0.01%	514
2020 Q4	$15K	Hold	155	–	–	0.01%	512
2020 Q3	$13K	Buy	155 +1	+0.6%	+$81	0.01%	477
2020 Q2	$12K	Buy	154 +1	+0.7%	+$73	0.01%	460
2020 Q1	$10K	Buy	153 +1	+0.7%	+$86	0.01%	459
2019 Q4	$14K	Buy	152 +2	+1%	+$183	0.01%	476
2019 Q3	$14K	Sell	150 -1	-0.7%	-$89	0.01%	455
2019 Q2	$13K	Buy	151 +2	+1%	+$176	0.01%	475
2019 Q1	$12K	Buy	149 +1	+0.7%	+$84	0.01%	410
2018 Q4	$11K	Buy	+148	New	+$12.4K	0.01%	414

Other funds holding IWS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Liberty Wealth Management's IWS Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2021, closing a stake of 221 shares — an estimated $25K sold.

Liberty Wealth Management first reported a position in IWS in Q4 2018 and held it in 12 quarters. The position peaked at $25K in Q3 2021. 782 funds tracked by Wall St. Rank hold IWS as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 221 iShares Russell Mid-Cap Value ETF shares in Q4 2021, an estimated $25K.
Liberty Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $25K in Q3 2021.
782 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.