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

WFG Advisors’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 Q2	$70K	Buy	828 +105	+15%	+$8.74K	0.02%	621
2017 Q1	$60K	Buy	723 +28	+4%	+$2.31K	0.02%	616
2016 Q4	$56K	Sell	695 -15	-2%	-$1.17K	0.01%	692
2016 Q3	$54K	Buy	710 +150	+27%	+$11.4K	0.01%	687
2016 Q2	$42K	Buy	560 +280	+100%	+$20.3K	0.01%	729
2016 Q1	$20K	Hold	280	–	–	0.01%	892
2015 Q4	$19K	Buy	280 +1	+0.4%	+$70	0.01%	913
2015 Q3	$19K	Buy	279 +265	+1,893%	+$18.8K	0.01%	903
2015 Q2	$1K	Hold	14	–	–	﹤0.01%	1572
2015 Q1	$1K	Sell	14 -1,118	-99%	-$83.4K	﹤0.01%	1634
2014 Q4	$84K	Buy	1,132 +7	+0.6%	+$503	0.02%	692
2014 Q3	$79K	Buy	1,125 +9	+0.8%	+$645	0.02%	739
2014 Q2	$81K	Hold	1,116	–	–	0.02%	727
2014 Q1	$77K	Buy	1,116 +5	+0.5%	+$332	0.02%	735
2013 Q4	$73K	Buy	1,111 +21	+2%	+$1.34K	0.01%	862
2013 Q3	$66K	Buy	1,090 +9	+0.8%	+$543	0.01%	822
2013 Q2	$63K	Buy	+1,081	New	+$62.6K	0.01%	802

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WFG Advisors's IWS Position: Q2 2017 in Review

WFG Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 15% in Q2 2017, buying an estimated $8.74K and bringing the position to 828 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #621.

WFG Advisors first reported a position in IWS in Q2 2013 and has held it in 17 quarters since. The position peaked at $84K in Q4 2014. 436 funds tracked by Wall St. Rank hold IWS as of Q2 2017.

WFG Advisors held 828 shares of iShares Russell Mid-Cap Value ETF worth $70K as of Q2 2017.
WFG Advisors bought 105 iShares Russell Mid-Cap Value ETF shares in Q2 2017, an estimated $8.74K.
iShares Russell Mid-Cap Value ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #621 holding.
WFG Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares Russell Mid-Cap Value ETF position peaked at $84K in Q4 2014.
436 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.