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

Retirement 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
2024 Q1	$15.8K	Hold	126	–	–	0.01%	392
2023 Q4	$14.7K	Hold	126	–	–	0.01%	392
2023 Q3	$13.1K	Hold	126	–	–	0.01%	376
2023 Q2	$13.8K	Hold	126	–	–	0.01%	372
2023 Q1	$13K	Hold	126	–	–	0.01%	360
2022 Q4	$13K	Sell	126 -211	-63%	-$22.1K	0.01%	328
2022 Q3	$32K	Sell	337 -126	-27%	-$13.5K	0.03%	146
2022 Q2	$47K	Hold	463	–	–	0.02%	219
2022 Q1	$55K	Hold	463	–	–	0.02%	222
2021 Q4	$57K	Hold	463	–	–	0.02%	214
2021 Q3	$52K	Hold	463	–	–	0.02%	222
2021 Q2	$53K	Hold	463	–	–	0.03%	232
2021 Q1	$51K	Hold	463	–	–	0.02%	276
2020 Q4	$44K	Hold	463	–	–	0.02%	273
2020 Q3	$37K	Hold	463	–	–	0.02%	275
2020 Q2	$35K	Buy	+463	New	+$33.7K	0.02%	269
2019 Q4	$44K	Buy	+463	New	+$42.3K	0.03%	242

Other funds holding IWS

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Retirement Group's IWS Position: Q1 2024 in Review

Retirement Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2024 at 126 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #392.

Retirement Group first reported a position in IWS in Q4 2019 and has held it in 17 quarters since. The position peaked at $57K in Q4 2021. 852 funds tracked by Wall St. Rank hold IWS as of Q1 2024.

Retirement Group held 126 shares of iShares Russell Mid-Cap Value ETF worth $15.8K as of Q1 2024.
Retirement Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2024.
iShares Russell Mid-Cap Value ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #392 holding.
Retirement Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's iShares Russell Mid-Cap Value ETF position peaked at $57K in Q4 2021.
852 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.