MD Financial Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

MD Financial 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
2021 Q4	$71K	Buy	+577	New	+$68.9K	﹤0.01%	280

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MD Financial Management's IWS Position: Q4 2021 in Review

MD Financial Management opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q4 2021: 577 shares worth $71K. The stake represents ﹤0.01% of the portfolio and ranks #280 among its holdings.

782 funds tracked by Wall St. Rank hold IWS as of Q4 2021.

MD Financial Management held 577 shares of iShares Russell Mid-Cap Value ETF worth $71K as of Q4 2021.
iShares Russell Mid-Cap Value ETF was a new MD Financial Management position in Q4 2021.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #280 holding.
782 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.