Main Street Financial Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Main Street Financial Solutions’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	-2,719	Closed	-$261K	–	451
2022 Q3	$261K	Sell	2,719 -15	-0.5%	-$1.6K	0.04%	355
2022 Q2	$278K	Buy	2,734 +15	+0.6%	+$1.68K	0.04%	357
2022 Q1	$325K	Hold	2,719	–	–	0.05%	346
2021 Q4	$333K	Hold	2,719	–	–	0.05%	355
2021 Q3	$308K	Hold	2,719	–	–	0.05%	358
2021 Q2	$313K	Hold	2,719	–	–	0.05%	348
2021 Q1	$297K	Sell	2,719 -233	-8%	-$24.3K	0.05%	325
2020 Q4	$286K	Buy	+2,952	New	+$266K	0.06%	301

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

Main Street Financial Solutions's IWS Position: Q4 2022 in Review

Main Street Financial Solutions sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2022, closing a stake of 2,719 shares — an estimated $261K sold.

Main Street Financial Solutions first reported a position in IWS in Q4 2020 and held it in 8 quarters. The position peaked at $333K in Q4 2021. 831 funds tracked by Wall St. Rank hold IWS as of Q4 2022.

Main Street Financial Solutions reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Main Street Financial Solutions sold 2,719 iShares Russell Mid-Cap Value ETF shares in Q4 2022, an estimated $261K.
Main Street Financial Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 8 quarters.
Main Street Financial Solutions's iShares Russell Mid-Cap Value ETF position peaked at $333K in Q4 2021.
831 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2022.

Based on Main Street Financial Solutions's 13F filing for Q4 2022, filed 30 Jan 2023.