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Mine & Arao Wealth Creation & Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Mine & Arao Wealth Creation & 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
-125
Closed -$15.7K – 224
2024
Q1 		$15.7K Hold
125
– – 0.01% 185
2023
Q4 		$14.5K Hold
125
– – 0.01% 192
2023
Q3 		$13K Hold
125
– – 0.01% 192
2023
Q2 		$13.7K Buy
+125
New +$13.2K 0.01% 199

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IWS Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2024, closing a stake of 125 shares — an estimated $15.7K sold.

Mine & Arao Wealth Creation & Management first reported a position in IWS in Q2 2023 and held it in 4 quarters. The position peaked at $15.7K in Q1 2024. 854 funds tracked by Wall St. Rank hold IWS as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 125 iShares Russell Mid-Cap Value ETF shares in Q2 2024, an estimated $15.7K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and held it in 4 quarters.
  • Mine & Arao Wealth Creation & Management's iShares Russell Mid-Cap Value ETF position peaked at $15.7K in Q1 2024.
  • 854 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.