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tru Independence’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

tru Independence’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
Q4 		– Sell
-276
Closed -$22K – 800
2020
Q3 		$22K Buy
+276
New +$22.3K 0.01% 251
2020
Q1 		– Sell
-276
Closed -$18K – 823
2019
Q4 		$18K Buy
+276
New +$25.2K ﹤0.01% 500

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
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

tru Independence's IWS Position: Q4 2020 in Review

tru Independence sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2020, closing a stake of 276 shares — an estimated $22K sold.

tru Independence first reported a position in IWS in Q4 2019 and held it in 2 quarters. The position peaked at $22K in Q3 2020. 630 funds tracked by Wall St. Rank hold IWS as of Q4 2020.

  • tru Independence reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • tru Independence sold 276 iShares Russell Mid-Cap Value ETF shares in Q4 2020, an estimated $22K.
  • tru Independence first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's iShares Russell Mid-Cap Value ETF position peaked at $22K in Q3 2020.
  • 630 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2020.

Based on tru Independence's 13F filing for Q4 2020, filed 9 Mar 2021.