Reynders McVeigh Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Reynders McVeigh Capital 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 Q3	–	Sell	-6,092	Closed	-$466K	–	226
2020 Q2	$466K	Sell	6,092 -1,001	-14%	-$72.9K	0.04%	147
2020 Q1	$455K	Sell	7,093 -1,185	-14%	-$101K	0.05%	127
2019 Q4	$785K	Buy	+8,278	New	+$756K	0.08%	119

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Reynders McVeigh Capital Management's IWS Position: Q3 2020 in Review

Reynders McVeigh Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2020, closing a stake of 6,092 shares — an estimated $466K sold.

Reynders McVeigh Capital Management first reported a position in IWS in Q4 2019 and held it in 3 quarters. The position peaked at $785K in Q4 2019. 538 funds tracked by Wall St. Rank hold IWS as of Q3 2020.

Reynders McVeigh Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
Reynders McVeigh Capital Management sold 6,092 iShares Russell Mid-Cap Value ETF shares in Q3 2020, an estimated $466K.
Reynders McVeigh Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and held it in 3 quarters.
Reynders McVeigh Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $785K in Q4 2019.
538 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2020.

Based on Reynders McVeigh Capital Management's 13F filing for Q3 2020, filed 28 Oct 2020.