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McKinley Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

McKinley Capital 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
2019
Q1 		– Sell
-5,485
Closed -$419K – 282
2018
Q4 		$419K Buy
+5,485
New +$459K 0.03% 163

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CB
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

McKinley Capital Management's IWS Position: Q1 2019 in Review

McKinley Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2019, closing a stake of 5,485 shares — an estimated $419K sold.

McKinley Capital Management first reported a position in IWS in Q4 2018 and held it in 1 quarter. The position peaked at $419K in Q4 2018. 563 funds tracked by Wall St. Rank hold IWS as of Q1 2019.

  • McKinley Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • McKinley Capital Management sold 5,485 iShares Russell Mid-Cap Value ETF shares in Q1 2019, an estimated $419K.
  • McKinley Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • McKinley Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $419K in Q4 2018.
  • 563 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2019.

Based on McKinley Capital Management's 13F filing for Q1 2019, filed 2 May 2019.