Vanguard Personalized Indexing Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Vanguard Personalized Indexing 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
2023 Q1	–	Sell	-3,565	Closed	-$376K	–	1484
2022 Q4	$376K	Sell	3,565 -4	-0.1%	-$420	0.02%	895
2022 Q3	$343K	Hold	3,569	–	–	0.02%	914
2022 Q2	$363K	Hold	3,569	–	–	0.02%	921
2022 Q1	$427K	Buy	3,569 +275	+8%	+$32.4K	0.02%	882
2021 Q4	$403K	Buy	3,294 +705	+27%	+$84.2K	0.02%	775
2021 Q3	$293K	Hold	2,589	–	–	0.03%	775
2021 Q2	$298K	Hold	2,589	–	–	0.03%	728
2021 Q1	$283K	Hold	2,589	–	–	0.04%	530
2020 Q4	$251K	Sell	2,589 -12,044	-82%	-$1.09M	0.05%	432
2020 Q3	$1.18M	Buy	+14,633	New	+$1.18M	0.33%	67

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Personalized Indexing Management's IWS Position: Q1 2023 in Review

Vanguard Personalized Indexing Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2023, closing a stake of 3,565 shares — an estimated $376K sold.

Vanguard Personalized Indexing Management first reported a position in IWS in Q3 2020 and held it in 10 quarters. The position peaked at $1.18M in Q3 2020. 796 funds tracked by Wall St. Rank hold IWS as of Q1 2023.

Vanguard Personalized Indexing Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 3,565 iShares Russell Mid-Cap Value ETF shares in Q1 2023, an estimated $376K.
Vanguard Personalized Indexing Management first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2020 and held it in 10 quarters.
Vanguard Personalized Indexing Management's iShares Russell Mid-Cap Value ETF position peaked at $1.18M in Q3 2020.
796 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2023, filed 10 May 2023.