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The Family Firm’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

The Family Firm’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
-425
Closed -$51.4K – 532
2024
Q2 		$51.4K Buy
+425
New +$51.6K 0.01% 395

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

The Family Firm's IWS Position: Q3 2024 in Review

The Family Firm sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2024, closing a stake of 425 shares — an estimated $51.4K sold.

The Family Firm first reported a position in IWS in Q2 2024 and held it in 1 quarter. The position peaked at $51.4K in Q2 2024. 878 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

  • The Family Firm reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 425 iShares Russell Mid-Cap Value ETF shares in Q3 2024, an estimated $51.4K.
  • The Family Firm first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares Russell Mid-Cap Value ETF position peaked at $51.4K in Q2 2024.
  • 878 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.