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

Ruedi 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
2023
Q4 		– Sell
-18
Closed -$1.86K – 246
2023
Q3 		$1.86K Hold
18
– – ﹤0.01% 186
2023
Q2 		$1.96K Buy
+18
New +$1.9K ﹤0.01% 191
2023
Q1 		– Hold
0
– – – 264

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ruedi Wealth Management's IWS Position: Q4 2023 in Review

Ruedi Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2023, closing a stake of 18 shares — an estimated $1.86K sold.

Ruedi Wealth Management first reported a position in IWS in Q2 2023 and held it in 2 quarters. The position peaked at $1.96K in Q2 2023. 853 funds tracked by Wall St. Rank hold IWS as of Q4 2023.

  • Ruedi Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 18 iShares Russell Mid-Cap Value ETF shares in Q4 2023, an estimated $1.86K.
  • Ruedi Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and held it in 2 quarters.
  • Ruedi Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $1.96K in Q2 2023.
  • 853 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2023.

Based on Ruedi Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.