PCA
IWS icon

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

Personal Capital 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
2022
Q4 		$486K Buy
4,617
+1,418
+44% +$149K ﹤0.01% 306
2022
Q3 		$307K Buy
3,199
+22
+0.7% +$2.35K ﹤0.01% 355
2022
Q2 		$323K Sell
3,177
-141
-4% -$15.8K ﹤0.01% 337
2022
Q1 		$397K Sell
3,318
-920
-22% -$108K ﹤0.01% 340
2021
Q4 		$472K Buy
4,238
+645
+18% +$77K ﹤0.01% 343
2021
Q3 		$407K Buy
3,593
+494
+16% +$57.2K ﹤0.01% 342
2021
Q2 		$356K Sell
3,099
-362
-10% -$41.5K ﹤0.01% 365
2021
Q1 		$378K Buy
3,461
+771
+29% +$80.3K ﹤0.01% 350
2020
Q4 		$261K Buy
+2,690
New +$243K ﹤0.01% 400

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return