Tyler-Stone Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Tyler-Stone Wealth 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
2024 Q3	–	Sell	-571	Closed	-$68.9K	–	625
2024 Q2	$68.9K	Hold	571	–	–	0.03%	327
2024 Q1	$71.6K	Hold	571	–	–	0.03%	318
2023 Q4	$66.4K	Buy	571 +50	+10%	+$5.33K	0.03%	323
2023 Q3	$54K	Hold	521	–	–	0.03%	334
2023 Q2	$57K	Buy	+521	New	+$54.9K	0.03%	322
2022 Q4	$55K	Hold	521	–	–	0.04%	303
2022 Q3	$50K	Sell	521 -1,520	-74%	-$162K	0.04%	300
2022 Q2	$207K	Hold	2,041	–	–	0.14%	144
2022 Q1	$244K	Sell	2,041 -597	-23%	-$70.3K	0.13%	147
2021 Q4	$323K	Buy	+2,638	New	+$315K	0.17%	117

Other funds holding IWS

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

Tyler-Stone Wealth Management's IWS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2024, closing a stake of 571 shares — an estimated $68.9K sold.

Tyler-Stone Wealth Management first reported a position in IWS in Q4 2021 and held it in 10 quarters. The position peaked at $323K in Q4 2021. 878 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 571 iShares Russell Mid-Cap Value ETF shares in Q3 2024, an estimated $68.9K.
Tyler-Stone Wealth Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Russell Mid-Cap Value ETF position peaked at $323K in Q4 2021.
878 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.