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NewFocus Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

NewFocus Financial Group’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
Q4 		$424K Hold
4,378
– – 0.12% 91
2020
Q3 		$354K Hold
4,378
– – 0.12% 93
2020
Q2 		$335K Hold
4,378
– – 0.12% 89
2020
Q1 		$281K Buy
+4,378
New +$374K 0.13% 81

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewFocus Financial Group's IWS Position: Q4 2020 in Review

NewFocus Financial Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q4 2020 at 4,378 shares worth $424K. The position accounts for 0.12% of the portfolio, ranked #91.

NewFocus Financial Group first reported a position in IWS in Q1 2020 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold IWS as of Q4 2020.

  • NewFocus Financial Group held 4,378 shares of iShares Russell Mid-Cap Value ETF worth $424K as of Q4 2020.
  • NewFocus Financial Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q4 2020.
  • iShares Russell Mid-Cap Value ETF made up 0.12% of NewFocus Financial Group's portfolio in Q4 2020, its #91 holding.
  • NewFocus Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.