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

NWK 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 Q1	–	Sell	-151	Closed	-$14K	–	190
2019 Q4	$14K	Buy	+151	New	+$13.8K	0.01%	157

Other funds holding IWS

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

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

NWK Group's IWS Position: Q1 2020 in Review

NWK Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2020, closing a stake of 151 shares — an estimated $14K sold.

NWK Group first reported a position in IWS in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 532 funds tracked by Wall St. Rank hold IWS as of Q1 2020.

NWK Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
NWK Group sold 151 iShares Russell Mid-Cap Value ETF shares in Q1 2020, an estimated $14K.
NWK Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and held it in 1 quarter.
NWK Group's iShares Russell Mid-Cap Value ETF position peaked at $14K in Q4 2019.
532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2020.

Based on NWK Group's 13F filing for Q1 2020, filed 12 May 2020.