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

Maripau Wealth 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
2024 Q2	–	Sell	-1,949	Closed	-$244K	–	158
2024 Q1	$244K	Sell	1,949 -10	-0.5%	-$1.18K	0.18%	115
2023 Q4	$228K	Sell	1,959 -242	-11%	-$25.8K	0.2%	94
2023 Q3	$230K	Sell	2,201 -427	-16%	-$47.1K	0.21%	86
2023 Q2	$289K	Sell	2,628 -408	-13%	-$43K	0.26%	72
2023 Q1	$322K	Sell	3,036 -240	-7%	-$26.2K	0.34%	58
2022 Q4	$355K	Sell	3,276 -169	-5%	-$17.7K	0.37%	55
2022 Q3	$362K	Sell	3,445 -862	-20%	-$92.1K	0.39%	53
2022 Q2	$474K	Sell	4,307 -497	-10%	-$55.6K	0.51%	47
2022 Q1	$562K	Sell	4,804 -644	-12%	-$75.8K	0.51%	46
2021 Q4	$646K	Buy	+5,448	New	+$650K	0.61%	36

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Maripau Wealth Management's IWS Position: Q2 2024 in Review

Maripau Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2024, closing a stake of 1,949 shares — an estimated $244K sold.

Maripau Wealth Management first reported a position in IWS in Q4 2021 and held it in 10 quarters. The position peaked at $646K in Q4 2021. 854 funds tracked by Wall St. Rank hold IWS as of Q2 2024.

Maripau Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
Maripau Wealth Management sold 1,949 iShares Russell Mid-Cap Value ETF shares in Q2 2024, an estimated $244K.
Maripau Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 10 quarters.
Maripau Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $646K in Q4 2021.
854 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2024.

Based on Maripau Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.