Paracle Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Paracle Advisors’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 Q2	–	Sell	-7,338	Closed	-$470K	–	85
2020 Q1	$470K	Sell	7,338 -5,234	-42%	-$448K	0.13%	57
2019 Q4	$1.19M	Hold	12,572	–	–	0.28%	33
2019 Q3	$1.13M	Hold	12,572	–	–	0.27%	34
2019 Q2	$1.12M	Hold	12,572	–	–	0.28%	34
2019 Q1	$1.09M	Sell	12,572 -1,500	-11%	-$126K	0.28%	35
2018 Q4	$1.07M	Buy	+14,072	New	+$1.18M	0.31%	35

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Paracle Advisors's IWS Position: Q2 2020 in Review

Paracle Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2020, closing a stake of 7,338 shares — an estimated $470K sold.

Paracle Advisors first reported a position in IWS in Q4 2018 and held it in 6 quarters. The position peaked at $1.19M in Q4 2019. 541 funds tracked by Wall St. Rank hold IWS as of Q2 2020.

Paracle Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Paracle Advisors sold 7,338 iShares Russell Mid-Cap Value ETF shares in Q2 2020, an estimated $470K.
Paracle Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 6 quarters.
Paracle Advisors's iShares Russell Mid-Cap Value ETF position peaked at $1.19M in Q4 2019.
541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2020.

Based on Paracle Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.