Red Door Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Red Door Wealth 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
2022 Q1	–	Sell	-1,661	Closed	-$203K	–	152
2021 Q4	$203K	Buy	+1,661	New	+$198K	0.07%	157
2021 Q3	–	Sell	-1,267	Closed	-$145K	–	389
2021 Q2	$145K	Buy	+1,267	New	+$145K	0.06%	171
2020 Q3	–	Sell	-1,267	Closed	-$97K	–	259
2020 Q2	$97K	Hold	1,267	–	–	0.07%	143
2020 Q1	$81K	Buy	+1,267	New	+$108K	0.08%	136

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Red Door Wealth Management's IWS Position: Q1 2022 in Review

Red Door Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2022, closing a stake of 1,661 shares — an estimated $203K sold.

Red Door Wealth Management first reported a position in IWS in Q1 2020 and held it in 4 quarters. The position peaked at $203K in Q4 2021. 762 funds tracked by Wall St. Rank hold IWS as of Q1 2022.

Red Door Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Red Door Wealth Management sold 1,661 iShares Russell Mid-Cap Value ETF shares in Q1 2022, an estimated $203K.
Red Door Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and held it in 4 quarters.
Red Door Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $203K in Q4 2021.
762 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2022.

Based on Red Door Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.