Signet Financial Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Signet Financial 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 Q1	–	Sell	-679	Closed	-$83K	–	771
2021 Q4	$83K	Buy	+679	New	+$81.1K	0.01%	354
2018 Q4	–	Sell	-679	Closed	-$61K	–	536
2018 Q3	$61K	Hold	679	–	–	0.01%	374
2018 Q2	$60K	Hold	679	–	–	0.01%	366
2018 Q1	$59K	Buy	+679	New	+$60.2K	0.01%	347

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Signet Financial Management's IWS Position: Q1 2022 in Review

Signet Financial Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2022, closing a stake of 679 shares — an estimated $83K sold.

Signet Financial Management first reported a position in IWS in Q1 2018 and held it in 4 quarters. The position peaked at $83K in Q4 2021. 762 funds tracked by Wall St. Rank hold IWS as of Q1 2022.

Signet Financial Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 679 iShares Russell Mid-Cap Value ETF shares in Q1 2022, an estimated $83K.
Signet Financial Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2018 and held it in 4 quarters.
Signet Financial Management's iShares Russell Mid-Cap Value ETF position peaked at $83K in Q4 2021.
762 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.