People's United Financial’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.68M | Sell |
14,063
-177
| -1% | -$20.8K | 0.05% | 244 |
|
|
2021
Q4 | $1.74M | Sell |
14,240
-8,263
| -37% | -$986K | 0.04% | 256 |
|
|
2021
Q3 | $2.55M | Buy |
22,503
+64
| +0.3% | +$7.41K | 0.06% | 223 |
|
|
2021
Q2 | $2.58M | Buy |
22,439
+563
| +3% | +$64.5K | 0.06% | 218 |
|
|
2021
Q1 | $2.39M | Sell |
21,876
-4
| -0% | -$417 | 0.06% | 214 |
|
|
2020
Q4 | $2.12M | Buy |
21,880
+405
| +2% | +$36.5K | 0.05% | 219 |
|
|
2020
Q3 | $1.74M | Sell |
21,475
-865
| -4% | -$70K | 0.05% | 224 |
|
|
2020
Q2 | $1.71M | Sell |
22,340
-805
| -3% | -$58.6K | 0.05% | 219 |
|
|
2020
Q1 | $1.48M | Sell |
23,145
-378
| -2% | -$32.3K | 0.05% | 216 |
|
|
2019
Q4 | $2.23M | Buy |
23,523
+2,001
| +9% | +$183K | 0.06% | 225 |
|
|
2019
Q3 | $1.93M | Sell |
21,522
-906
| -4% | -$80.3K | 0.05% | 252 |
|
|
2019
Q2 | $2M | Buy |
22,428
+14,493
| +183% | +$1.27M | 0.05% | 260 |
|
|
2019
Q1 | $689K | Hold |
7,935
| – | – | 0.02% | 456 |
|
|
2018
Q4 | $606K | Sell |
7,935
-601
| -7% | -$50.3K | 0.02% | 467 |
|
|
2018
Q3 | $770K | Sell |
8,536
-350
| -4% | -$31.7K | 0.02% | 411 |
|
|
2018
Q2 | $18.5M | Buy |
8,886
+220
| +3% | +$19.3K | 0.47% | 47 |
|
|
2018
Q1 | $749K | Hold |
8,666
| – | – | 0.02% | 440 |
|
|
2017
Q4 | $773K | Buy |
+8,666
| New | +$753K | 0.02% | 439 |
|
|
2017
Q3 | – | Sell |
-8,530
| Closed | -$717K | – | 726 |
|
|
2017
Q2 | $717K | Sell |
8,530
-285
| -3% | -$23.7K | 0.02% | 423 |
|
|
2017
Q1 | $732K | Buy |
8,815
+1,555
| +21% | +$128K | 0.03% | 403 |
|
|
2016
Q4 | $584K | Buy |
7,260
+162
| +2% | +$12.6K | 0.02% | 427 |
|
|
2016
Q3 | $545K | Buy |
7,098
+68
| +1% | +$5.19K | 0.03% | 319 |
|
|
2016
Q2 | $522K | Buy |
7,030
+350
| +5% | +$25.4K | 0.03% | 323 |
|
|
2016
Q1 | $474K | Sell |
6,680
-50
| -0.7% | -$3.3K | 0.03% | 336 |
|
|
2015
Q4 | $462K | Buy |
6,730
+5,000
| +289% | +$351K | 0.02% | 347 |
|
|
2015
Q3 | $116K | Buy |
1,730
+112
| +7% | +$7.96K | 0.01% | 475 |
|
|
2015
Q2 | $119K | Buy |
1,618
+875
| +118% | +$66K | 0.01% | 476 |
|
|
2015
Q1 | $56K | Buy |
743
+475
| +177% | +$35.4K | ﹤0.01% | 544 |
|
|
2014
Q4 | $20K | Hold |
268
| – | – | ﹤0.01% | 638 |
|
|
2014
Q3 | $19K | Buy |
268
+44
| +20% | +$3.15K | ﹤0.01% | 639 |
|
|
2014
Q2 | $16K | Hold |
224
| – | – | ﹤0.01% | 667 |
|
|
2014
Q1 | $15K | Buy |
224
+44
| +24% | +$2.92K | ﹤0.01% | 641 |
|
|
2013
Q4 | $12K | Hold |
180
| – | – | ﹤0.01% | 652 |
|
|
2013
Q3 | $11K | Hold |
180
| – | – | ﹤0.01% | 659 |
|
|
2013
Q2 | $10K | Buy |
+180
| New | +$10.4K | ﹤0.01% | 634 |
|
Other funds holding IWS
TF
CB
People's United Financial's IWS Position: Q1 2022 in Review
People's United Financial reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.2% in Q1 2022, selling an estimated $20.8K and leaving 14,063 shares worth $1.68M. The position accounts for 0.05% of the portfolio, ranked #244.
People's United Financial first reported a position in IWS in Q2 2013 and has held it in 35 quarters since. The position peaked at $18.5M in Q2 2018. 763 funds tracked by Wall St. Rank hold IWS as of Q1 2022.
- People's United Financial held 14,063 shares of iShares Russell Mid-Cap Value ETF worth $1.68M as of Q1 2022.
- People's United Financial sold 177 iShares Russell Mid-Cap Value ETF shares in Q1 2022, an estimated $20.8K.
- iShares Russell Mid-Cap Value ETF made up 0.05% of People's United Financial's portfolio in Q1 2022, its #244 holding.
- People's United Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 35 quarters since.
- People's United Financial's iShares Russell Mid-Cap Value ETF position peaked at $18.5M in Q2 2018.
- 763 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2022.
Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.