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

Taylor Hoffman 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 Q3	–	Sell	-375	Closed	-$29K	–	242
2020 Q2	$29K	Buy	+375	New	+$27.3K	0.02%	229
2020 Q1	–	Sell	-375	Closed	-$36K	–	246
2019 Q4	$36K	Hold	375	–	–	0.02%	233
2019 Q3	$34K	Hold	375	–	–	0.02%	232
2019 Q2	$33K	Hold	375	–	–	0.03%	220
2019 Q1	$33K	Hold	375	–	–	0.02%	221
2018 Q4	$29K	Hold	375	–	–	0.03%	213
2018 Q3	$34K	Hold	375	–	–	0.03%	210
2018 Q2	$33K	Hold	375	–	–	0.03%	201
2018 Q1	$32K	Hold	375	–	–	0.03%	211
2017 Q4	$33K	Buy	+375	New	+$32.6K	0.03%	214

Other funds holding IWS

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

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 $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return