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Advus Financial Partners, LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Advus Financial Partners, LLC’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
Q2 		– Sell
-1,865
Closed -$223K – 134
2022
Q1 		$223K Buy
+1,865
New +$220K 0.11% 113
2021
Q3 		$439K Buy
+3,591
New +$416K 0.24% 52

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Advus Financial Partners, LLC's IWS Position: Q2 2022 in Review

Advus Financial Partners, LLC sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2022, closing a stake of 1,865 shares — an estimated $223K sold.

Advus Financial Partners, LLC first reported a position in IWS in Q3 2021 and held it in 2 quarters. The position peaked at $439K in Q3 2021. 757 funds tracked by Wall St. Rank hold IWS as of Q2 2022.

  • Advus Financial Partners, LLC reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 1,865 iShares Russell Mid-Cap Value ETF shares in Q2 2022, an estimated $223K.
  • Advus Financial Partners, LLC first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and held it in 2 quarters.
  • Advus Financial Partners, LLC's iShares Russell Mid-Cap Value ETF position peaked at $439K in Q3 2021.
  • 757 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2022.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2022, filed 25 Aug 2026.