Peterson Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Peterson Financial Group’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	$664K	Sell	5,017 -575	-10%	-$72.7K	2.55%	6
2024 Q2	$675K	Sell	5,592 -506	-8%	-$61.5K	4.12%	6
2024 Q1	$764K	Sell	6,098 -682	-10%	-$80.3K	4.99%	4
2023 Q4	$788K	Buy	6,780 +366	+6%	+$39K	5.17%	5
2023 Q3	$669K	Buy	6,414 +143	+2%	+$15.8K	6.65%	5
2023 Q2	$689K	Sell	6,271 -61	-1%	-$6.43K	6.32%	5
2023 Q1	$672K	Sell	6,332 -958	-13%	-$105K	6.77%	5
2022 Q4	$768K	Sell	7,290 -1,340	-16%	-$141K	1.02%	45
2022 Q3	$829K	Sell	8,630 -317	-4%	-$33.9K	0.81%	51
2022 Q2	$909K	Sell	8,947 -361	-4%	-$40.4K	0.86%	47
2022 Q1	$1.11M	Sell	9,308 -9	-0.1%	-$1.06K	0.92%	45
2021 Q4	$1.14M	Buy	+9,317	New	+$1.11M	0.93%	45

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Peterson Financial Group's IWS Position: Q3 2024 in Review

Peterson Financial Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 10% in Q3 2024, selling an estimated $72.7K and leaving 5,017 shares worth $664K. The position accounts for 2.55% of the portfolio, ranked #6.

Peterson Financial Group first reported a position in IWS in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.14M in Q4 2021. 879 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

Peterson Financial Group held 5,017 shares of iShares Russell Mid-Cap Value ETF worth $664K as of Q3 2024.
Peterson Financial Group sold 575 iShares Russell Mid-Cap Value ETF shares in Q3 2024, an estimated $72.7K.
iShares Russell Mid-Cap Value ETF made up 2.55% of Peterson Financial Group's portfolio in Q3 2024, its #6 holding.
Peterson Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 12 quarters since.
Peterson Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $1.14M in Q4 2021.
879 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.