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

WealthShield’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
2017
Q4 		$86K Buy
+962
New +$83.6K 0.05% 142

Other funds holding IWS

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

WealthShield's IWS Position: Q4 2017 in Review

WealthShield opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q4 2017: 962 shares worth $86K. The stake represents 0.05% of the portfolio and ranks #142 among its holdings.

490 funds tracked by Wall St. Rank hold IWS as of Q4 2017.

  • WealthShield held 962 shares of iShares Russell Mid-Cap Value ETF worth $86K as of Q4 2017.
  • iShares Russell Mid-Cap Value ETF was a new WealthShield position in Q4 2017.
  • iShares Russell Mid-Cap Value ETF made up 0.05% of WealthShield's portfolio in Q4 2017, its #142 holding.
  • 490 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.