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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Personal Capital Advisors's IWS Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 44% in Q4 2022, buying an estimated $149K and bringing the position to 4,617 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Personal Capital Advisors first reported a position in IWS in Q4 2020 and has held it in 9 quarters since. 831 funds tracked by Wall St. Rank hold IWS as of Q4 2022.

Personal Capital Advisors held 4,617 shares of iShares Russell Mid-Cap Value ETF worth $486K as of Q4 2022.
Personal Capital Advisors bought 1,418 iShares Russell Mid-Cap Value ETF shares in Q4 2022, an estimated $149K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #306 holding.
Personal Capital Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 9 quarters since.
831 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.