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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 – – 815
2020
Q2 		$0 Sell
2
-1
-33% -$73 ﹤0.01% 793
2020
Q1 		$0 Sell
3
-3
-50% -$257 ﹤0.01% 847
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 – 750
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

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return