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Stewardship Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Stewardship Financial 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
2021
Q1 		$1K Buy
+8
New +$833 ﹤0.01% 91
2020
Q2 		– Sell
-23
Closed -$1K – 77
2020
Q1 		$1K Buy
+23
New +$1.97K ﹤0.01% 63

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stewardship Financial Advisors's IWS Position: Q1 2021 in Review

Stewardship Financial Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q1 2021: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #91 among its holdings. This is a return to the name: Stewardship Financial Advisors previously reported a position in IWS as recently as Q1 2020.

Stewardship Financial Advisors first reported a position in IWS in Q1 2020 and has held it in 2 quarters since. 656 funds tracked by Wall St. Rank hold IWS as of Q1 2021.

  • Stewardship Financial Advisors held 8 shares of iShares Russell Mid-Cap Value ETF worth $1K as of Q1 2021.
  • iShares Russell Mid-Cap Value ETF was a new Stewardship Financial Advisors position in Q1 2021.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Stewardship Financial Advisors's portfolio in Q1 2021, its #91 holding.
  • Stewardship Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 2 quarters since.
  • 656 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.