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WR Wealth Planners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

WR Wealth Planners’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
2024
Q3 		– Sell
-21
Closed -$2.54K – 1179
2024
Q2 		$2.54K Buy
+21
New +$2.55K ﹤0.01% 836
2023
Q1 		– Sell
-25
Closed -$2.63K – 944
2022
Q4 		$2.63K Buy
+25
New +$2.62K ﹤0.01% 378

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

WR Wealth Planners's IWS Position: Q3 2024 in Review

WR Wealth Planners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2024, closing a stake of 21 shares — an estimated $2.54K sold.

WR Wealth Planners first reported a position in IWS in Q4 2022 and held it in 2 quarters. The position peaked at $2.63K in Q4 2022. 879 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

  • WR Wealth Planners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 21 iShares Russell Mid-Cap Value ETF shares in Q3 2024, an estimated $2.54K.
  • WR Wealth Planners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and held it in 2 quarters.
  • WR Wealth Planners's iShares Russell Mid-Cap Value ETF position peaked at $2.63K in Q4 2022.
  • 879 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.