Northwest Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Northwest Wealth 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
2021 Q3	–	Sell	-2,831	Closed	-$326K	–	125
2021 Q2	$326K	Hold	2,831	–	–	0.17%	94
2021 Q1	$309K	Hold	2,831	–	–	0.19%	93
2020 Q4	$274K	Hold	2,831	–	–	0.19%	94
2020 Q3	$229K	Hold	2,831	–	–	0.19%	92
2020 Q2	$217K	Buy	+2,831	New	+$206K	0.19%	91
2020 Q1	–	Sell	-2,831	Closed	-$268K	–	104
2019 Q4	$268K	Hold	2,831	–	–	0.25%	84
2019 Q3	$254K	Hold	2,831	–	–	0.21%	101
2019 Q2	$252K	Hold	2,831	–	–	0.2%	96
2019 Q1	$246K	Hold	2,831	–	–	0.19%	96
2018 Q4	$216K	Hold	2,831	–	–	0.18%	96
2018 Q3	$256K	Hold	2,831	–	–	0.19%	95
2018 Q2	$251K	Hold	2,831	–	–	0.19%	94
2018 Q1	$244K	Buy	+2,831	New	+$251K	0.18%	93

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwest Wealth Management's IWS Position: Q3 2021 in Review

Northwest Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2021, closing a stake of 2,831 shares — an estimated $326K sold.

Northwest Wealth Management first reported a position in IWS in Q1 2018 and held it in 13 quarters. The position peaked at $326K in Q2 2021. 672 funds tracked by Wall St. Rank hold IWS as of Q3 2021.

Northwest Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2021 after selling out during the quarter.
Northwest Wealth Management sold 2,831 iShares Russell Mid-Cap Value ETF shares in Q3 2021, an estimated $326K.
Northwest Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and held it in 13 quarters.
Northwest Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $326K in Q2 2021.
672 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2021.

Based on Northwest Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.