Sargent Bickham Lagudis’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sargent Bickham Lagudis’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	-2	Closed	–	–	814
2020 Q2	$0	Sell	2 -1	-33%	-$73	﹤0.01%	791
2020 Q1	$0	Sell	3 -3	-50%	-$257	﹤0.01%	845
2019 Q4	$1K	Buy	+6	New	+$548	﹤0.01%	819
2018 Q2	–	Sell	-59	Closed	-$5K	–	775
2018 Q1	$5K	Hold	59	–	–	﹤0.01%	663
2017 Q4	$5K	Hold	59	–	–	﹤0.01%	687
2017 Q3	$5K	Sell	59 -58	-50%	-$4.86K	﹤0.01%	697
2017 Q2	$10K	Hold	117	–	–	﹤0.01%	576
2017 Q1	$10K	Hold	117	–	–	﹤0.01%	597
2016 Q4	$9K	Buy	+117	New	+$9.12K	﹤0.01%	576
2016 Q3	–	Sell	-319	Closed	-$24K	–	748
2016 Q2	$24K	Sell	319 -272	-46%	-$19.7K	﹤0.01%	436
2016 Q1	$42K	Buy	+591	New	+$39K	0.01%	386

Other funds holding IWS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sargent Bickham Lagudis's IWS Position: Q3 2020 in Review

Sargent Bickham Lagudis sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2020, closing a stake of 2 shares.

Sargent Bickham Lagudis first reported a position in IWS in Q1 2016 and held it in 11 quarters. The position peaked at $42K in Q1 2016. 538 funds tracked by Wall St. Rank hold IWS as of Q3 2020.

Sargent Bickham Lagudis reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 2 iShares Russell Mid-Cap Value ETF shares in Q3 2020.
Sargent Bickham Lagudis first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2016 and held it in 11 quarters.
Sargent Bickham Lagudis's iShares Russell Mid-Cap Value ETF position peaked at $42K in Q1 2016.
538 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2020, filed 1 Sep 2021.