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Stralem & Co’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Stralem & Co’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
Q2 		$85K Hold
1,107
– – 0.05% 48
2020
Q1 		$71K Buy
+1,107
New +$94.7K 0.05% 47

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stralem & Co's IWS Position: Q2 2020 in Review

Stralem & Co held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2020 at 1,107 shares worth $85K. The position accounts for 0.05% of the portfolio, ranked #48.

Stralem & Co first reported a position in IWS in Q1 2020 and has held it in 2 quarters since. 542 funds tracked by Wall St. Rank hold IWS as of Q2 2020.

  • Stralem & Co held 1,107 shares of iShares Russell Mid-Cap Value ETF worth $85K as of Q2 2020.
  • Stralem & Co left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2020.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of Stralem & Co's portfolio in Q2 2020, its #48 holding.
  • Stralem & Co first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2020 and has held it in 2 quarters since.
  • 542 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2020.

Based on Stralem & Co's 13F filing for Q2 2020, filed 20 Jul 2020.