TD Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

TD Capital 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 Q1	–	Sell	-77	Closed	-$7K	–	265
2019 Q4	$7K	Hold	77	–	–	﹤0.01%	195
2019 Q3	$7K	Buy	77 +1	+1%	+$89	﹤0.01%	189
2019 Q2	$7K	Buy	+76	New	+$6.67K	﹤0.01%	183
2016 Q3	–	Sell	-1,038	Closed	-$77K	–	172
2016 Q2	$77K	Buy	+1,038	New	+$75.2K	0.02%	59

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

TD Capital Management's IWS Position: Q1 2020 in Review

TD Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2020, closing a stake of 77 shares — an estimated $7K sold.

TD Capital Management first reported a position in IWS in Q2 2016 and held it in 4 quarters. The position peaked at $77K in Q2 2016. 532 funds tracked by Wall St. Rank hold IWS as of Q1 2020.

TD Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2020 after selling out during the quarter.
TD Capital Management sold 77 iShares Russell Mid-Cap Value ETF shares in Q1 2020, an estimated $7K.
TD Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2016 and held it in 4 quarters.
TD Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $77K in Q2 2016.
532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2020.

Based on TD Capital Management's 13F filing for Q1 2020, filed 7 May 2020.