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SWS Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

SWS Partners’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
2024
Q3 		– Sell
-1,056
Closed -$128K – 200
2024
Q2 		$128K Buy
+1,056
New +$128K 0.04% 123

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Envestnet Portfolio Solutions
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TIAA Trust, National Association
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCBT
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CB
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SWS Partners's IWS Position: Q3 2024 in Review

SWS Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2024, closing a stake of 1,056 shares — an estimated $128K sold.

SWS Partners first reported a position in IWS in Q2 2024 and held it in 1 quarter. The position peaked at $128K in Q2 2024. 878 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

  • SWS Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 1,056 iShares Russell Mid-Cap Value ETF shares in Q3 2024, an estimated $128K.
  • SWS Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • SWS Partners's iShares Russell Mid-Cap Value ETF position peaked at $128K in Q2 2024.
  • 878 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.