Macroview Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Macroview Investment 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
2020 Q3	–	Sell	-28	Closed	-$2K	–	349
2020 Q2	$2K	Buy	+28	New	+$2.04K	﹤0.01%	268
2019 Q4	–	Sell	-240	Closed	-$22K	–	321
2019 Q3	$22K	Hold	240	–	–	0.05%	113
2019 Q2	$21K	Sell	240 -102	-30%	-$8.96K	0.05%	119
2019 Q1	$30K	Sell	342 -909	-73%	-$76.7K	0.07%	90
2018 Q4	$96K	Sell	1,251 -22	-2%	-$1.84K	0.31%	49
2018 Q3	$115K	Buy	1,273 +1,149	+927%	+$104K	0.36%	41
2018 Q2	$11K	Hold	124	–	–	0.04%	123
2018 Q1	$11K	Hold	124	–	–	0.04%	112
2017 Q4	$11K	Hold	124	–	–	0.05%	76
2017 Q3	$11K	Buy	124 +102	+464%	+$8.55K	0.05%	86
2017 Q2	$2K	Hold	22	–	–	0.01%	166
2017 Q1	$2K	Buy	+22	New	+$1.82K	0.01%	97

Other funds holding IWS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Macroview Investment Management's IWS Position: Q3 2020 in Review

Macroview Investment Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2020, closing a stake of 28 shares — an estimated $2K sold.

Macroview Investment Management first reported a position in IWS in Q1 2017 and held it in 12 quarters. The position peaked at $115K in Q3 2018. 538 funds tracked by Wall St. Rank hold IWS as of Q3 2020.

Macroview Investment Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
Macroview Investment Management sold 28 iShares Russell Mid-Cap Value ETF shares in Q3 2020, an estimated $2K.
Macroview Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2017 and held it in 12 quarters.
Macroview Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $115K in Q3 2018.
538 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2020.

Based on Macroview Investment Management's 13F filing for Q3 2020, filed 23 Oct 2020.