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Mitchell Sinkler & Starr’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Mitchell Sinkler & Starr’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
Q1 		– Sell
-225
Closed -$26.2K – 212
2023
Q4 		$26.2K Buy
+225
New +$24K ﹤0.01% 198

Other funds holding IWS

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Mitchell Sinkler & Starr's IWS Position: Q1 2024 in Review

Mitchell Sinkler & Starr sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2024, closing a stake of 225 shares — an estimated $26.2K sold.

Mitchell Sinkler & Starr first reported a position in IWS in Q4 2023 and held it in 1 quarter. The position peaked at $26.2K in Q4 2023. 852 funds tracked by Wall St. Rank hold IWS as of Q1 2024.

  • Mitchell Sinkler & Starr reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 225 iShares Russell Mid-Cap Value ETF shares in Q1 2024, an estimated $26.2K.
  • Mitchell Sinkler & Starr first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and held it in 1 quarter.
  • Mitchell Sinkler & Starr's iShares Russell Mid-Cap Value ETF position peaked at $26.2K in Q4 2023.
  • 852 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2024, filed 30 Apr 2024.