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Osborn Williams & Donohoe’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-396
Closed -$35K – 494
2019
Q1 		$35K Buy
+396
New +$33.4K ﹤0.01% 506

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osborn Williams & Donohoe's IWS Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2019, closing a stake of 396 shares — an estimated $35K sold.

Osborn Williams & Donohoe first reported a position in IWS in Q1 2019 and held it in 1 quarter. The position peaked at $35K in Q1 2019. 542 funds tracked by Wall St. Rank hold IWS as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 396 iShares Russell Mid-Cap Value ETF shares in Q2 2019, an estimated $35K.
  • Osborn Williams & Donohoe first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares Russell Mid-Cap Value ETF position peaked at $35K in Q1 2019.
  • 542 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.