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Rather & Kittrell’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Rather & Kittrell’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
2022
Q1 		– Sell
-253
Closed -$30K – 182
2021
Q4 		$30K Buy
+253
New +$30.2K 0.03% 155

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Rather & Kittrell's IWS Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2022, closing a stake of 253 shares — an estimated $30K sold.

Rather & Kittrell first reported a position in IWS in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 762 funds tracked by Wall St. Rank hold IWS as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 253 iShares Russell Mid-Cap Value ETF shares in Q1 2022, an estimated $30K.
  • Rather & Kittrell first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares Russell Mid-Cap Value ETF position peaked at $30K in Q4 2021.
  • 762 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.