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Sterling Financial Planning’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-372
Closed -$42K – 247
2021
Q3 		$42K Hold
372
– – 0.03% 197
2021
Q2 		$43K Sell
372
-60
-14% -$6.88K 0.03% 176
2021
Q1 		$47K Hold
432
– – 0.03% 157
2020
Q4 		$42K Buy
+432
New +$38.9K 0.03% 156

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sterling Financial Planning's IWS Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2021, closing a stake of 372 shares — an estimated $42K sold.

Sterling Financial Planning first reported a position in IWS in Q4 2020 and held it in 4 quarters. The position peaked at $47K in Q1 2021. 782 funds tracked by Wall St. Rank hold IWS as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 372 iShares Russell Mid-Cap Value ETF shares in Q4 2021, an estimated $42K.
  • Sterling Financial Planning first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's iShares Russell Mid-Cap Value ETF position peaked at $47K in Q1 2021.
  • 782 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.