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Personal Financial Consultants’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Personal Financial Consultants’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
-4,626
Closed -$418K – 41
2018
Q3 		$418K Buy
+4,626
New +$419K 0.3% 29

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 $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Personal Financial Consultants's IWS Position: Q4 2018 in Review

Personal Financial Consultants sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2018, closing a stake of 4,626 shares — an estimated $418K sold.

Personal Financial Consultants first reported a position in IWS in Q3 2018 and held it in 1 quarter. The position peaked at $418K in Q3 2018. 531 funds tracked by Wall St. Rank hold IWS as of Q4 2018.

  • Personal Financial Consultants reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Personal Financial Consultants sold 4,626 iShares Russell Mid-Cap Value ETF shares in Q4 2018, an estimated $418K.
  • Personal Financial Consultants first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • Personal Financial Consultants's iShares Russell Mid-Cap Value ETF position peaked at $418K in Q3 2018.
  • 531 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2018.

Based on Personal Financial Consultants's 13F filing for Q4 2018, filed 30 Jan 2019.