Mach-1 Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Mach-1 Financial Group’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
2022 Q4	–	Sell	-147	Closed	-$14K	–	310
2022 Q3	$14K	Hold	147	–	–	0.01%	188
2022 Q2	$14K	Buy	147 +125	+568%	+$14K	0.01%	205
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	182
2021 Q4	$2K	Buy	+22	New	+$2.63K	﹤0.01%	202
2021 Q3	–	Sell	-22	Closed	-$2K	–	78
2021 Q2	$2K	Hold	22	–	–	﹤0.01%	127
2021 Q1	$2K	Hold	22	–	–	﹤0.01%	158
2020 Q4	$2K	Buy	+22	New	+$1.98K	﹤0.01%	145

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Mach-1 Financial Group's IWS Position: Q4 2022 in Review

Mach-1 Financial Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2022, closing a stake of 147 shares — an estimated $14K sold.

Mach-1 Financial Group first reported a position in IWS in Q4 2020 and held it in 7 quarters. The position peaked at $14K in Q3 2022. 831 funds tracked by Wall St. Rank hold IWS as of Q4 2022.

Mach-1 Financial Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Mach-1 Financial Group sold 147 iShares Russell Mid-Cap Value ETF shares in Q4 2022, an estimated $14K.
Mach-1 Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 7 quarters.
Mach-1 Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $14K in Q3 2022.
831 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.