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Personal CFO Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Personal CFO Solutions’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
2024
Q3 		– Sell
-2,977
Closed -$359K – 580
2024
Q2 		$359K Buy
+2,977
New +$362K 0.06% 329
2024
Q1 		– Sell
-2,811
Closed -$327K – 561
2023
Q4 		$327K Buy
+2,811
New +$299K 0.06% 349
2020
Q2 		– Sell
-7,103
Closed -$455K – 339
2020
Q1 		$455K Buy
+7,103
New +$607K 0.16% 132

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Personal CFO Solutions's IWS Position: Q3 2024 in Review

Personal CFO Solutions sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2024, closing a stake of 2,977 shares — an estimated $359K sold.

Personal CFO Solutions first reported a position in IWS in Q1 2020 and held it in 3 quarters. The position peaked at $455K in Q1 2020. 878 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

  • Personal CFO Solutions reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 2,977 iShares Russell Mid-Cap Value ETF shares in Q3 2024, an estimated $359K.
  • Personal CFO Solutions first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and held it in 3 quarters.
  • Personal CFO Solutions's iShares Russell Mid-Cap Value ETF position peaked at $455K in Q1 2020.
  • 878 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

Based on Personal CFO Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.