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Sheaff Brock Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sheaff Brock Investment Advisors’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
2017
Q3 		– Sell
-2,395
Closed -$201K – 597
2017
Q2 		$201K Sell
2,395
-537
-18% -$44.7K 0.03% 508
2017
Q1 		$243K Sell
2,932
-531
-15% -$43.9K 0.03% 460
2016
Q4 		$279K Buy
+3,463
New +$270K 0.04% 423

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sheaff Brock Investment Advisors's IWS Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2017, closing a stake of 2,395 shares — an estimated $201K sold.

Sheaff Brock Investment Advisors first reported a position in IWS in Q4 2016 and held it in 3 quarters. The position peaked at $279K in Q4 2016. 435 funds tracked by Wall St. Rank hold IWS as of Q3 2017.

  • Sheaff Brock Investment Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,395 iShares Russell Mid-Cap Value ETF shares in Q3 2017, an estimated $201K.
  • Sheaff Brock Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $279K in Q4 2016.
  • 435 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.