Vickerman & Driscoll Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Vickerman & Driscoll Financial Advisors’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
2018 Q4	–	Sell	-654	Closed	-$59K	–	89
2018 Q3	$59K	Sell	654 -46	-7%	-$4.16K	0.04%	83
2018 Q2	$62K	Sell	700 -17	-2%	-$1.49K	0.05%	81
2018 Q1	$62K	Hold	717	–	–	0.05%	83
2017 Q4	$64K	Buy	+717	New	+$62.3K	0.05%	77

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IWS Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2018, closing a stake of 654 shares — an estimated $59K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IWS in Q4 2017 and held it in 4 quarters. The position peaked at $64K in Q4 2017. 532 funds tracked by Wall St. Rank hold IWS as of Q4 2018.

Vickerman & Driscoll Financial Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 654 iShares Russell Mid-Cap Value ETF shares in Q4 2018, an estimated $59K.
Vickerman & Driscoll Financial Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 4 quarters.
Vickerman & Driscoll Financial Advisors's iShares Russell Mid-Cap Value ETF position peaked at $64K in Q4 2017.
532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.