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

WealthOne’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
Q1 		– Sell
-150
Closed -$11K – 312
2018
Q4 		$11K Buy
+150
New +$12.5K 0.01% 360

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WealthOne's IWS Position: Q1 2019 in Review

WealthOne sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2019, closing a stake of 150 shares — an estimated $11K sold.

WealthOne first reported a position in IWS in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 564 funds tracked by Wall St. Rank hold IWS as of Q1 2019.

  • WealthOne reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 150 iShares Russell Mid-Cap Value ETF shares in Q1 2019, an estimated $11K.
  • WealthOne first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares Russell Mid-Cap Value ETF position peaked at $11K in Q4 2018.
  • 564 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.