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

Selective 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
2022 Q4	–	Sell	-102	Closed	-$10K	–	431
2022 Q3	$10K	Hold	102	–	–	﹤0.01%	521
2022 Q2	$10K	Hold	102	–	–	﹤0.01%	559
2022 Q1	$12K	Hold	102	–	–	﹤0.01%	514
2021 Q4	$12K	Hold	102	–	–	﹤0.01%	469
2021 Q3	$12K	Hold	102	–	–	0.01%	414
2021 Q2	$12K	Hold	102	–	–	0.01%	322
2021 Q1	$11K	Hold	102	–	–	0.01%	244
2020 Q4	$10K	Buy	+102	New	+$9.2K	0.01%	246

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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

Selective Wealth Management's IWS Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2022, closing a stake of 102 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in IWS in Q4 2020 and held it in 8 quarters. The position peaked at $12K in Q1 2022. 831 funds tracked by Wall St. Rank hold IWS as of Q4 2022.

Selective Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 102 iShares Russell Mid-Cap Value ETF shares in Q4 2022, an estimated $10K.
Selective Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 8 quarters.
Selective Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $12K in Q1 2022.
831 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.