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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-3,831
Closed -$263K 88
2014
Q1
$263K Buy
+3,831
New +$255K 0.23% 52
2013
Q3
Sell
-3,679
Closed -$213K 92
2013
Q2
$213K Buy
+3,679
New +$213K 0.22% 56

Other funds holding IWS

Lyons Wealth Management's IWS Position: Q2 2014 in Review

Lyons Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2014, closing a stake of 3,831 shares — an estimated $263K sold.

Lyons Wealth Management first reported a position in IWS in Q2 2013 and held it in 2 quarters. The position peaked at $263K in Q1 2014. 309 funds tracked by Wall St. Rank hold IWS as of Q2 2014.

  • Lyons Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2014 after selling out during the quarter.
  • Lyons Wealth Management sold 3,831 iShares Russell Mid-Cap Value ETF shares in Q2 2014, an estimated $263K.
  • Lyons Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and held it in 2 quarters.
  • Lyons Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $263K in Q1 2014.
  • 309 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2014.

Based on Lyons Wealth Management's 13F filing for Q2 2014, filed 11 Aug 2014.