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

Steward 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
2023
Q3 		$1K Buy
+15
New +$1.65K ﹤0.01% 1174
2022
Q3 		– Sell
-140
Closed -$14K – 697
2022
Q2 		$14K Buy
+140
New +$15.7K 0.01% 201

Other funds holding IWS

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Steward Financial Group's IWS Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2023: 15 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1174 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in IWS as recently as Q2 2022.

Steward Financial Group first reported a position in IWS in Q2 2022 and has held it in 2 quarters since. The position peaked at $14K in Q2 2022. 784 funds tracked by Wall St. Rank hold IWS as of Q3 2023.

  • Steward Financial Group held 15 shares of iShares Russell Mid-Cap Value ETF worth $1K as of Q3 2023.
  • iShares Russell Mid-Cap Value ETF was a new Steward Financial Group position in Q3 2023.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1174 holding.
  • Steward Financial Group first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's iShares Russell Mid-Cap Value ETF position peaked at $14K in Q2 2022.
  • 784 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.