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WealthBridge Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-1,175
Closed -$103K – 493
2019
Q1 		$103K Hold
1,175
– – 0.07% 186
2018
Q4 		$90K Buy
+1,175
New +$98.3K 0.07% 172

Other funds holding IWS

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WealthBridge Capital Management's IWS Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2019, closing a stake of 1,175 shares — an estimated $103K sold.

WealthBridge Capital Management first reported a position in IWS in Q4 2018 and held it in 2 quarters. The position peaked at $103K in Q1 2019. 542 funds tracked by Wall St. Rank hold IWS as of Q2 2019.

  • WealthBridge Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 1,175 iShares Russell Mid-Cap Value ETF shares in Q2 2019, an estimated $103K.
  • WealthBridge Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $103K in Q1 2019.
  • 542 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.