LAM
IWS icon

LifePro Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

LifePro Asset 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
2023
Q2 		– Sell
-2,251
Closed -$237K – 123
2023
Q1 		$237K Hold
2,251
– – 0.17% 98
2022
Q4 		$237K Sell
2,251
-2
-0.1% -$210 0.17% 96
2022
Q3 		$216K Sell
2,253
-44
-2% -$4.7K 0.12% 73
2022
Q2 		$233K Buy
2,297
+43
+2% +$4.81K 0.12% 107
2022
Q1 		$270K Buy
2,254
+254
+13% +$29.9K 0.1% 108
2021
Q4 		$245K Buy
2,000
+1
+0.1% +$119 0.07% 113
2021
Q3 		$226K Buy
+1,999
New +$231K 0.07% 92

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LifePro Asset Management's IWS Position: Q2 2023 in Review

LifePro Asset Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2023, closing a stake of 2,251 shares — an estimated $237K sold.

LifePro Asset Management first reported a position in IWS in Q3 2021 and held it in 7 quarters. The position peaked at $270K in Q1 2022. 798 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

  • LifePro Asset Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • LifePro Asset Management sold 2,251 iShares Russell Mid-Cap Value ETF shares in Q2 2023, an estimated $237K.
  • LifePro Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and held it in 7 quarters.
  • LifePro Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $270K in Q1 2022.
  • 798 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

Based on LifePro Asset Management's 13F filing for Q2 2023, filed 11 Jul 2023.