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Paloma Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Paloma Partners’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
-2,396
Closed -$208K – 1968
2019
Q1 		$208K Buy
+2,396
New +$202K 0.01% 1501

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CB
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
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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
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Paloma Partners's IWS Position: Q2 2019 in Review

Paloma Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2019, closing a stake of 2,396 shares — an estimated $208K sold.

Paloma Partners first reported a position in IWS in Q1 2019 and held it in 1 quarter. The position peaked at $208K in Q1 2019. 542 funds tracked by Wall St. Rank hold IWS as of Q2 2019.

  • Paloma Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Paloma Partners sold 2,396 iShares Russell Mid-Cap Value ETF shares in Q2 2019, an estimated $208K.
  • Paloma Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and held it in 1 quarter.
  • Paloma Partners's iShares Russell Mid-Cap Value ETF position peaked at $208K in Q1 2019.
  • 542 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2019.

Based on Paloma Partners's 13F filing for Q2 2019, filed 14 Aug 2019.