RMAM
IWS icon

Raab & Moskowitz Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Raab & Moskowitz Asset Management’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
2020
Q1 		– Sell
-68
Closed -$6K – 335
2019
Q4 		$6K Buy
+68
New +$6.21K ﹤0.01% 432
2018
Q4 		– Sell
-32
Closed -$2K – 340
2018
Q3 		$2K Buy
+32
New +$2.9K ﹤0.01% 511

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Raab & Moskowitz Asset Management's IWS Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2020, closing a stake of 68 shares — an estimated $6K sold.

Raab & Moskowitz Asset Management first reported a position in IWS in Q3 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 532 funds tracked by Wall St. Rank hold IWS as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 68 iShares Russell Mid-Cap Value ETF shares in Q1 2020, an estimated $6K.
  • Raab & Moskowitz Asset Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2018 and held it in 2 quarters.
  • Raab & Moskowitz Asset Management's iShares Russell Mid-Cap Value ETF position peaked at $6K in Q4 2019.
  • 532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.