Ten Capital Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q2	$133K	Hold	1,217	–	–	0.04%	165
2023 Q1	$129K	Buy	1,217 +946	+349%	+$103K	0.04%	143
2022 Q4	$28.5K	Hold	271	–	–	0.01%	230
2022 Q3	$26K	Hold	271	–	–	0.01%	211
2022 Q2	$28K	Sell	271 -45	-14%	-$5.03K	0.01%	174
2022 Q1	$38K	Hold	316	–	–	0.02%	159
2021 Q4	$39K	Buy	316 +175	+124%	+$20.9K	0.02%	151
2021 Q3	$16K	Sell	141 -417	-75%	-$48.3K	0.01%	224
2021 Q2	$64K	Sell	558 -32	-5%	-$3.67K	0.01%	169
2021 Q1	$64K	Sell	590 -14	-2%	-$1.46K	0.02%	160
2020 Q4	$59K	Buy	+604	New	+$54.5K	0.02%	160

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Ten Capital Wealth Advisors's IWS Position: Q2 2023 in Review

Ten Capital Wealth Advisors held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2023 at 1,217 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #165.

Ten Capital Wealth Advisors first reported a position in IWS in Q4 2020 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

Ten Capital Wealth Advisors held 1,217 shares of iShares Russell Mid-Cap Value ETF worth $133K as of Q2 2023.
Ten Capital Wealth Advisors left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2023.
iShares Russell Mid-Cap Value ETF made up 0.04% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #165 holding.
Ten Capital Wealth Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2020 and has held it in 11 quarters since.
799 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.