YorkBridge Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-80	Closed	-$7K	–	413
2019 Q2	$7K	Hold	80	–	–	﹤0.01%	626
2019 Q1	$7K	Hold	80	–	–	﹤0.01%	629
2018 Q4	$6K	Buy	80 +40	+100%	+$3.35K	﹤0.01%	617
2018 Q3	$4K	Hold	40	–	–	﹤0.01%	669
2018 Q2	$4K	Hold	40	–	–	﹤0.01%	702
2018 Q1	$3K	Hold	40	–	–	﹤0.01%	723
2017 Q4	$3K	Hold	40	–	–	﹤0.01%	755
2017 Q3	$3K	Hold	40	–	–	﹤0.01%	741
2017 Q2	$3K	Hold	40	–	–	﹤0.01%	741
2017 Q1	$3K	Sell	40 -125	-76%	-$10.3K	﹤0.01%	729
2016 Q4	$13K	Buy	+165	New	+$12.9K	0.01%	530

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

YorkBridge Wealth Partners's IWS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q3 2019, closing a stake of 80 shares — an estimated $7K sold.

YorkBridge Wealth Partners first reported a position in IWS in Q4 2016 and held it in 11 quarters. The position peaked at $13K in Q4 2016. 537 funds tracked by Wall St. Rank hold IWS as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares Russell Mid-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 80 iShares Russell Mid-Cap Value ETF shares in Q3 2019, an estimated $7K.
YorkBridge Wealth Partners first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares Russell Mid-Cap Value ETF position peaked at $13K in Q4 2016.
537 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.