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

Piershale 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
2017 Q3	–	Sell	-87,865	Closed	-$7.29M	–	28
2017 Q2	$7.29M	Hold	87,865	–	–	4.69%	13
2017 Q1	$7.29M	Buy	87,865 +26,549	+43%	+$2.19M	4.69%	13
2016 Q4	$4.93M	Buy	+61,316	New	+$4.78M	3.02%	13
2016 Q3	–	Sell	-159,101	Closed	-$11.8M	–	161
2016 Q2	$11.8M	Buy	+159,101	New	+$11.5M	8.76%	6

Other funds holding IWS

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

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Piershale Financial Group's IWS Position: Q3 2017 in Review

Piershale Financial Group sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2017, closing a stake of 87,865 shares — an estimated $7.29M sold.

Piershale Financial Group first reported a position in IWS in Q2 2016 and held it in 4 quarters. The position peaked at $11.8M in Q2 2016. 435 funds tracked by Wall St. Rank hold IWS as of Q3 2017.

Piershale Financial Group reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2017 after selling out during the quarter.
Piershale Financial Group sold 87,865 iShares Russell Mid-Cap Value ETF shares in Q3 2017, an estimated $7.29M.
Piershale Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2016 and held it in 4 quarters.
Piershale Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $11.8M in Q2 2016.
435 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2017.

Based on Piershale Financial Group's 13F filing for Q3 2017, filed 19 Oct 2017.