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

Tuttle 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
2014
Q4 		– Sell
-10,393
Closed -$728K – 27
2014
Q3 		$728K Buy
+10,393
New +$745K 0.43% 22

Other funds holding IWS

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tuttle Capital Management's IWS Position: Q4 2014 in Review

Tuttle Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2014, closing a stake of 10,393 shares — an estimated $728K sold.

Tuttle Capital Management first reported a position in IWS in Q3 2014 and held it in 1 quarter. The position peaked at $728K in Q3 2014. 351 funds tracked by Wall St. Rank hold IWS as of Q4 2014.

  • Tuttle Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2014 after selling out during the quarter.
  • Tuttle Capital Management sold 10,393 iShares Russell Mid-Cap Value ETF shares in Q4 2014, an estimated $728K.
  • Tuttle Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2014 and held it in 1 quarter.
  • Tuttle Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $728K in Q3 2014.
  • 351 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2014.

Based on Tuttle Capital Management's 13F filing for Q4 2014, filed 20 Jan 2015.