Viridian RIA’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Viridian RIA’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
2022 Q1	–	Sell	-13,552	Closed	-$1.6M	–	38
2021 Q4	$1.66M	Buy	+13,552	New	+$1.62M	0.35%	39
2021 Q2	–	Hold	0	–	–	–	42
2021 Q1	–	Sell	-11,752	Closed	-$1.22M	–	40
2020 Q4	$1.14M	Hold	11,752	–	–	0.32%	43
2020 Q3	$950K	Hold	11,752	–	–	0.31%	42
2020 Q2	$899K	Hold	11,752	–	–	0.32%	41
2020 Q1	$753K	Hold	11,752	–	–	0.34%	41
2019 Q4	$1.11M	Hold	11,752	–	–	0.4%	38
2019 Q3	$1.05M	Hold	11,752	–	–	0.44%	38
2019 Q2	$1.01M	Hold	11,752	–	–	0.41%	43
2019 Q1	$1.02M	Hold	11,752	–	–	0.45%	34
2018 Q4	$897K	Hold	11,752	–	–	0.45%	37
2018 Q3	$1.06M	Buy	+11,752	New	+$1.06M	0.47%	34

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

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

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

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

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

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

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

Viridian RIA's IWS Position: Q1 2022 in Review

Viridian RIA sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2022, closing a stake of 13,552 shares — an estimated $1.6M sold.

Viridian RIA first reported a position in IWS in Q3 2018 and held it in 11 quarters. The position peaked at $1.66M in Q4 2021. 763 funds tracked by Wall St. Rank hold IWS as of Q1 2022.

Viridian RIA reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 13,552 iShares Russell Mid-Cap Value ETF shares in Q1 2022, an estimated $1.6M.
Viridian RIA first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2018 and held it in 11 quarters.
Viridian RIA's iShares Russell Mid-Cap Value ETF position peaked at $1.66M in Q4 2021.
763 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.