Moss Adams Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Moss Adams Wealth Advisors’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
2023 Q4	–	Sell	-151	Closed	-$15.8K	–	152
2023 Q3	$15.8K	Sell	151 -47	-24%	-$5.18K	0.01%	139
2023 Q2	$21.7K	Hold	198	–	–	0.01%	120
2023 Q1	$21K	Hold	198	–	–	0.01%	127
2022 Q4	$20.9K	Buy	+198	New	+$20.8K	0.01%	139

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Moss Adams Wealth Advisors's IWS Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2023, closing a stake of 151 shares — an estimated $15.8K sold.

Moss Adams Wealth Advisors first reported a position in IWS in Q4 2022 and held it in 4 quarters. The position peaked at $21.7K in Q2 2023. 853 funds tracked by Wall St. Rank hold IWS as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 151 iShares Russell Mid-Cap Value ETF shares in Q4 2023, an estimated $15.8K.
Moss Adams Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's iShares Russell Mid-Cap Value ETF position peaked at $21.7K in Q2 2023.
853 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.