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Toth Financial Advisory’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Toth Financial Advisory’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
2022
Q4 		– Sell
-147
Closed -$14K – 764
2022
Q3 		$14K Buy
+147
New +$15.7K ﹤0.01% 412

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Toth Financial Advisory's IWS Position: Q4 2022 in Review

Toth Financial Advisory sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2022, closing a stake of 147 shares — an estimated $14K sold.

Toth Financial Advisory first reported a position in IWS in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 831 funds tracked by Wall St. Rank hold IWS as of Q4 2022.

  • Toth Financial Advisory reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 147 iShares Russell Mid-Cap Value ETF shares in Q4 2022, an estimated $14K.
  • Toth Financial Advisory first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and held it in 1 quarter.
  • Toth Financial Advisory's iShares Russell Mid-Cap Value ETF position peaked at $14K in Q3 2022.
  • 831 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.