Squar Milner Financial Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Squar Milner Financial Services’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	-13,607	Closed	-$1.04M	–	97
2020 Q2	$1.04M	Sell	13,607 -2,145	-14%	-$156K	0.59%	38
2020 Q1	$1.01M	Buy	15,752 +324	+2%	+$27.7K	0.61%	21
2019 Q4	$1.46M	Buy	15,428 +1,810	+13%	+$165K	0.73%	19
2019 Q3	$1.1M	Sell	13,618 -695	-5%	-$61.6K	0.56%	45
2019 Q2	$1.28M	Buy	14,313 +249	+2%	+$21.9K	0.86%	15
2019 Q1	$1.22M	Buy	14,064 +1,392	+11%	+$117K	0.9%	19
2018 Q4	$968K	Sell	12,672 -228	-2%	-$19.1K	0.93%	18
2018 Q3	$1.16M	Sell	12,900 -147	-1%	-$13.3K	1.05%	19
2018 Q2	$1.16M	Buy	13,047 +981	+8%	+$86.2K	1.02%	17
2018 Q1	$1.04M	Hold	12,066	–	–	1.32%	15
2017 Q4	$1.11M	Buy	+12,066	New	+$1.05M	1.35%	15

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Squar Milner Financial Services's IWS Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2020, closing a stake of 13,607 shares — an estimated $1.04M sold.

Squar Milner Financial Services first reported a position in IWS in Q4 2017 and held it in 11 quarters. The position peaked at $1.46M in Q4 2019. 539 funds tracked by Wall St. Rank hold IWS as of Q3 2020.

Squar Milner Financial Services reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 13,607 iShares Russell Mid-Cap Value ETF shares in Q3 2020, an estimated $1.04M.
Squar Milner Financial Services first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's iShares Russell Mid-Cap Value ETF position peaked at $1.46M in Q4 2019.
539 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.