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

Whitener Capital Management’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
2018 Q4	–	Sell	-395	Closed	-$35K	–	454
2018 Q3	$35K	Buy	+395	New	+$35.8K	0.02%	237
2018 Q2	–	Sell	-395	Closed	-$34K	–	257
2018 Q1	$34K	Hold	395	–	–	0.03%	239
2017 Q4	$35K	Buy	+395	New	+$34.3K	0.03%	213

Other funds holding IWS

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

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

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

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

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

Whitener Capital Management's IWS Position: Q4 2018 in Review

Whitener Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2018, closing a stake of 395 shares — an estimated $35K sold.

Whitener Capital Management first reported a position in IWS in Q4 2017 and held it in 3 quarters. The position peaked at $35K in Q3 2018. 532 funds tracked by Wall St. Rank hold IWS as of Q4 2018.

Whitener Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Whitener Capital Management sold 395 iShares Russell Mid-Cap Value ETF shares in Q4 2018, an estimated $35K.
Whitener Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2017 and held it in 3 quarters.
Whitener Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $35K in Q3 2018.
532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2018.

Based on Whitener Capital Management's 13F filing for Q4 2018, filed 6 Feb 2019.