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West Branch Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

West Branch Capital’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
2023
Q1 		– Sell
-135
Closed -$14.2K – 462
2022
Q4 		$14.2K Hold
135
– – 0.01% 255
2022
Q3 		$13K Sell
135
-134
-50% -$14.3K 0.01% 259
2022
Q2 		$27K Sell
269
-135
-33% -$15.1K 0.02% 207
2022
Q1 		$48K Hold
404
– – 0.02% 188
2021
Q4 		$49K Hold
404
– – 0.02% 198
2021
Q3 		$46K Hold
404
– – 0.02% 192
2021
Q2 		$46K Buy
+404
New +$46.3K 0.02% 202

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Branch Capital's IWS Position: Q1 2023 in Review

West Branch Capital sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q1 2023, closing a stake of 135 shares — an estimated $14.2K sold.

West Branch Capital first reported a position in IWS in Q2 2021 and held it in 7 quarters. The position peaked at $49K in Q4 2021. 795 funds tracked by Wall St. Rank hold IWS as of Q1 2023.

  • West Branch Capital reported no remaining iShares Russell Mid-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • West Branch Capital sold 135 iShares Russell Mid-Cap Value ETF shares in Q1 2023, an estimated $14.2K.
  • West Branch Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2021 and held it in 7 quarters.
  • West Branch Capital's iShares Russell Mid-Cap Value ETF position peaked at $49K in Q4 2021.
  • 795 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2023.

Based on West Branch Capital's 13F filing for Q1 2023, filed 20 Apr 2023.