SVA Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

SVA Wealth Management’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	–	Sell	-10,054	Closed	-$644K	–	201
2020 Q1	$644K	Buy	10,054 +83	+0.8%	+$7.1K	0.07%	128
2019 Q4	$945K	Buy	9,971 +15	+0.2%	+$1.37K	0.09%	124
2019 Q3	$893K	Hold	9,956	–	–	0.09%	123
2019 Q2	$887K	Sell	9,956 -250	-2%	-$22K	0.09%	127
2019 Q1	$887K	Sell	10,206 -842	-8%	-$71K	0.09%	129
2018 Q4	$844K	Buy	11,048 +6,855	+163%	+$573K	0.09%	122
2018 Q3	$378K	Sell	4,193 -225	-5%	-$20.4K	0.04%	170
2018 Q2	$391K	Sell	4,418 -758	-15%	-$66.6K	0.04%	165
2018 Q1	$440K	Buy	5,176 +308	+6%	+$27.3K	0.05%	152
2017 Q4	$434K	Sell	4,868 -308	-6%	-$26.8K	0.05%	153
2017 Q3	$440K	Sell	5,176 -935	-15%	-$78.4K	0.05%	152
2017 Q2	$514K	Buy	6,111 +27	+0.4%	+$2.25K	0.07%	136
2017 Q1	$505K	Buy	6,084 +2	+0%	+$165	0.07%	136
2016 Q4	$489K	Buy	6,082 +6	+0.1%	+$467	0.07%	138
2016 Q3	$466K	Sell	6,076 -540	-8%	-$41.2K	0.07%	138
2016 Q2	$491K	Sell	6,616 -957	-13%	-$69.4K	0.08%	140
2016 Q1	$537K	Buy	7,573 +860	+13%	+$56.7K	0.09%	136
2015 Q4	$461K	Buy	6,713 +3	+0%	+$211	0.08%	158
2015 Q3	$450K	Sell	6,710 -2,654	-28%	-$189K	0.08%	154
2015 Q2	$691K	Buy	9,364 +1,202	+15%	+$90.6K	0.13%	140
2015 Q1	$614K	Buy	+8,162	New	+$609K	0.11%	148

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SVA Wealth Management's IWS Position: Q2 2020 in Review

SVA Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2020, closing a stake of 10,054 shares — an estimated $644K sold.

SVA Wealth Management first reported a position in IWS in Q1 2015 and held it in 21 quarters. The position peaked at $945K in Q4 2019. 542 funds tracked by Wall St. Rank hold IWS as of Q2 2020.

SVA Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2020 after selling out during the quarter.
SVA Wealth Management sold 10,054 iShares Russell Mid-Cap Value ETF shares in Q2 2020, an estimated $644K.
SVA Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2015 and held it in 21 quarters.
SVA Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $945K in Q4 2019.
542 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2020.

Based on SVA Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.