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

Wipfli Financial 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
2022 Q3	$5K	Buy	+49	New	+$5.24K	﹤0.01%	2078

Other funds holding IWS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wipfli Financial Advisors's IWS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2022: 49 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2078 among its holdings.

743 funds tracked by Wall St. Rank hold IWS as of Q3 2022.

Wipfli Financial Advisors held 49 shares of iShares Russell Mid-Cap Value ETF worth $5K as of Q3 2022.
iShares Russell Mid-Cap Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2078 holding.
743 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.