SevenBridge Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-150	Closed	-$13K	–	363
2019 Q2	$13K	Hold	150	–	–	0.01%	430
2019 Q1	$13K	Hold	150	–	–	0.01%	390
2018 Q4	$11K	Hold	150	–	–	0.01%	359
2018 Q3	$14K	Hold	150	–	–	0.01%	377
2018 Q2	$13K	Hold	150	–	–	0.01%	385
2018 Q1	$13K	Hold	150	–	–	0.01%	396
2017 Q4	$13K	Hold	150	–	–	0.01%	416
2017 Q3	$13K	Hold	150	–	–	0.01%	418
2017 Q2	$13K	Hold	150	–	–	0.01%	429
2017 Q1	$12K	Hold	150	–	–	0.01%	418
2016 Q4	$11K	Hold	150	–	–	0.01%	435
2016 Q3	$11K	Hold	150	–	–	0.01%	430
2016 Q2	$11K	Buy	+150	New	+$10.9K	0.01%	500

Other funds holding IWS

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return