Winslow Evans & Crocker’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$64K	Buy	+661	New	+$59.6K	0.01%	539
2017 Q3	–	Sell	-661	Closed	-$55.6K	–	1191
2017 Q2	$55.6K	Sell	661 -1	-0.2%	-$83	0.02%	537
2017 Q1	$54.9K	Hold	662	–	–	0.02%	516
2016 Q4	$53.2K	Hold	662	–	–	0.02%	525
2016 Q3	$50.7K	Buy	662 +550	+491%	+$41.9K	0.01%	537
2016 Q2	$8.25K	Buy	112 +1	+0.9%	+$72	﹤0.01%	928
2016 Q1	$7.87K	Sell	111 -1	-0.9%	-$66	﹤0.01%	935
2015 Q4	$7.62K	Hold	112	–	–	﹤0.01%	971
2015 Q3	$7.45K	Hold	112	–	–	﹤0.01%	954
2015 Q2	$8.19K	Hold	112	–	–	﹤0.01%	976
2015 Q1	$8.35K	Hold	112	–	–	﹤0.01%	929
2014 Q4	$8.19K	Hold	112	–	–	﹤0.01%	933
2014 Q3	$7.77K	Buy	112 +1	+0.9%	+$72	﹤0.01%	954
2014 Q2	$8.06K	Hold	111	–	–	﹤0.01%	903
2014 Q1	$7.63K	Hold	111	–	–	﹤0.01%	916
2013 Q4	$7K	Buy	+111	New	+$7.07K	﹤0.01%	1029

Other funds holding IWS

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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Winslow Evans & Crocker's IWS Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q4 2020: 661 shares worth $64K. The stake represents 0.01% of the portfolio and ranks #539 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in IWS as recently as Q2 2017.

Winslow Evans & Crocker first reported a position in IWS in Q4 2013 and has held it in 16 quarters since. 631 funds tracked by Wall St. Rank hold IWS as of Q4 2020.

Winslow Evans & Crocker held 661 shares of iShares Russell Mid-Cap Value ETF worth $64K as of Q4 2020.
iShares Russell Mid-Cap Value ETF was a new Winslow Evans & Crocker position in Q4 2020.
iShares Russell Mid-Cap Value ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #539 holding.
Winslow Evans & Crocker first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2013 and has held it in 16 quarters since.
631 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.