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

Westwind 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
2021
Q2 		– Sell
-60
Closed -$7K – 43
2021
Q1 		$7K Buy
+60
New +$6.25K ﹤0.01% 37

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Westwind Capital's IWS Position: Q2 2021 in Review

Westwind Capital sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2021, closing a stake of 60 shares — an estimated $7K sold.

Westwind Capital first reported a position in IWS in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 672 funds tracked by Wall St. Rank hold IWS as of Q2 2021.

  • Westwind Capital reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Westwind Capital sold 60 iShares Russell Mid-Cap Value ETF shares in Q2 2021, an estimated $7K.
  • Westwind Capital first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Westwind Capital's iShares Russell Mid-Cap Value ETF position peaked at $7K in Q1 2021.
  • 672 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2021.

Based on Westwind Capital's 13F filing for Q2 2021, filed 7 Jul 2021.