VFPI
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Vantage Financial Partners (Illinois)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Vantage Financial Partners (Illinois)’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
Q2 		$302K Hold
2,500
– – 0.08% 91
2024
Q1 		$313K Buy
+2,500
New +$294K 0.08% 90

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Bank of America
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FCBT
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CB
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Vantage Financial Partners (Illinois)'s IWS Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2024 at 2,500 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #91.

Vantage Financial Partners (Illinois) first reported a position in IWS in Q1 2024 and has held it in 2 quarters since. The position peaked at $313K in Q1 2024. 855 funds tracked by Wall St. Rank hold IWS as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 2,500 shares of iShares Russell Mid-Cap Value ETF worth $302K as of Q2 2024.
  • Vantage Financial Partners (Illinois) left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2024.
  • iShares Russell Mid-Cap Value ETF made up 0.08% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #91 holding.
  • Vantage Financial Partners (Illinois) first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2024 and has held it in 2 quarters since.
  • Vantage Financial Partners (Illinois)'s iShares Russell Mid-Cap Value ETF position peaked at $313K in Q1 2024.
  • 855 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.