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McDonald Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

McDonald Partners’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
Q1 		– Sell
-28
Closed -$3.43K – 504
2021
Q4 		$3.43K Buy
+28
New +$3.34K ﹤0.01% 279

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US Bancorp
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CB
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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McDonald Partners's IWS Position: Q1 2022 in Review

McDonald Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2022, closing a stake of 28 shares — an estimated $3.43K sold.

McDonald Partners first reported a position in IWS in Q4 2021 and held it in 1 quarter. The position peaked at $3.43K in Q4 2021. 762 funds tracked by Wall St. Rank hold IWS as of Q1 2022.

  • McDonald Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 28 iShares Russell Mid-Cap Value ETF shares in Q1 2022, an estimated $3.43K.
  • McDonald Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's iShares Russell Mid-Cap Value ETF position peaked at $3.43K in Q4 2021.
  • 762 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.