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

WP 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
2019 Q2	–	Sell	-287	Closed	-$24.9K	–	115
2019 Q1	$24.9K	Buy	+287	New	+$24.2K	0.03%	161
2018 Q4	–	Sell	-282	Closed	-$25K	–	152
2018 Q3	$25K	Buy	282 +2	+0.7%	+$181	0.02%	167
2018 Q2	$25K	Buy	+280	New	+$24.6K	0.02%	174

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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

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

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

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

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

WP Advisors's IWS Position: Q2 2019 in Review

WP Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2019, closing a stake of 287 shares — an estimated $24.9K sold.

WP Advisors first reported a position in IWS in Q2 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 542 funds tracked by Wall St. Rank hold IWS as of Q2 2019.

WP Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
WP Advisors sold 287 iShares Russell Mid-Cap Value ETF shares in Q2 2019, an estimated $24.9K.
WP Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2018 and held it in 3 quarters.
WP Advisors's iShares Russell Mid-Cap Value ETF position peaked at $25K in Q3 2018.
542 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2019.

Based on WP Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.