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

Patriot 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
Q4 		– Sell
-2,591
Closed -$234K – 84
2018
Q3 		$234K Buy
+2,591
New +$235K 0.03% 80

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 $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Patriot Wealth Management's IWS Position: Q4 2018 in Review

Patriot Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2018, closing a stake of 2,591 shares — an estimated $234K sold.

Patriot Wealth Management first reported a position in IWS in Q3 2018 and held it in 1 quarter. The position peaked at $234K in Q3 2018. 532 funds tracked by Wall St. Rank hold IWS as of Q4 2018.

  • Patriot Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 2,591 iShares Russell Mid-Cap Value ETF shares in Q4 2018, an estimated $234K.
  • Patriot Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • Patriot Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $234K in Q3 2018.
  • 532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.