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Wealth Quarterback’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Wealth Quarterback’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
2021
Q3 		$1K Buy
2
+1
+100% +$116 ﹤0.01% 787
2021
Q2 		$1K Buy
+1
New +$115 ﹤0.01% 801
2020
Q1 		– Sell
-675
Closed -$64K – 1055
2019
Q4 		$64K Buy
+675
New +$61.7K 0.06% 211

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Quarterback's IWS Position: Q3 2021 in Review

Wealth Quarterback increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 100% in Q3 2021, buying an estimated $116 and bringing the position to 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Wealth Quarterback first reported a position in IWS in Q4 2019 and has held it in 3 quarters since. The position peaked at $64K in Q4 2019. 670 funds tracked by Wall St. Rank hold IWS as of Q3 2021.

  • Wealth Quarterback held 2 shares of iShares Russell Mid-Cap Value ETF worth $1K as of Q3 2021.
  • Wealth Quarterback bought 1 iShares Russell Mid-Cap Value ETF share in Q3 2021, an estimated $116.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #787 holding.
  • Wealth Quarterback first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2019 and has held it in 3 quarters since.
  • Wealth Quarterback's iShares Russell Mid-Cap Value ETF position peaked at $64K in Q4 2019.
  • 670 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.