Reby Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Reby Advisors’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 Q4	$2.79M	Buy	+28,728	New	+$2.59M	0.73%	18

Other funds holding IWS

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

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Reby Advisors's IWS Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q4 2020: 28,728 shares worth $2.79M. The stake represents 0.73% of the portfolio and ranks #18 among its holdings.

630 funds tracked by Wall St. Rank hold IWS as of Q4 2020.

Reby Advisors held 28,728 shares of iShares Russell Mid-Cap Value ETF worth $2.79M as of Q4 2020.
iShares Russell Mid-Cap Value ETF was a new Reby Advisors position in Q4 2020.
iShares Russell Mid-Cap Value ETF made up 0.73% of Reby Advisors's portfolio in Q4 2020, its #18 holding.
630 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.