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

Mid Atlantic 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
2020 Q1	–	Sell	-2,857	Closed	-$271K	–	731
2019 Q4	$271K	Sell	2,857 -4,902	-63%	-$448K	0.03%	555
2019 Q3	$696K	Buy	7,759 +5,091	+191%	+$451K	0.07%	277
2019 Q2	$238K	Buy	2,668 +110	+4%	+$9.66K	0.02%	592
2019 Q1	$222K	Buy	+2,558	New	+$216K	0.02%	599

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mid Atlantic Financial Management's IWS Position: Q1 2020 in Review

Mid Atlantic Financial Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2020, closing a stake of 2,857 shares — an estimated $271K sold.

Mid Atlantic Financial Management first reported a position in IWS in Q1 2019 and held it in 4 quarters. The position peaked at $696K in Q3 2019. 532 funds tracked by Wall St. Rank hold IWS as of Q1 2020.

Mid Atlantic Financial Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Mid Atlantic Financial Management sold 2,857 iShares Russell Mid-Cap Value ETF shares in Q1 2020, an estimated $271K.
Mid Atlantic Financial Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and held it in 4 quarters.
Mid Atlantic Financial Management's iShares Russell Mid-Cap Value ETF position peaked at $696K in Q3 2019.
532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2020, filed 11 May 2020.