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

Oak Point 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
2018
Q1 		– Sell
-47
Closed -$4K – 225
2017
Q4 		$4K Buy
+47
New +$4.08K ﹤0.01% 182

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Oak Point Wealth Management's IWS Position: Q1 2018 in Review

Oak Point Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2018, closing a stake of 47 shares — an estimated $4K sold.

Oak Point Wealth Management first reported a position in IWS in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 502 funds tracked by Wall St. Rank hold IWS as of Q1 2018.

  • Oak Point Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 47 iShares Russell Mid-Cap Value ETF shares in Q1 2018, an estimated $4K.
  • Oak Point Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $4K in Q4 2017.
  • 502 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.