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iShares Russell Midcap Value Index shares owned by Able Wealth Management

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Able Wealth Management from 13F filings

Historical chart of Able Wealth Management investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by Able Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by Able Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $26k 222 116.39

More positions owned by Able Wealth Management

iShares Short Treasury Bond ETF Etf (SHV)
iShares MSCI ACWI ETF Etf (ACWI)
iShares Core S&P 500 ETF Etf (IVV)
iShares Edge MSCI Min Vol USA ETF Etf (USMV)
iShares Core S&P U.S. Value ETF Etf (IUSV)
Fidelity Enhanced Large Cap Core Etf Stock (FELC)
iShares Core S&P U.S. Growth ETF Etf (IUSG)
JPMorgan U.S. Quality Factor ETF Etf (JQUA)
Invesco S&P 100 Equal Weight ETF Etf (EQWL)
iShares Russell 1000 Growth ETF Etf (IWF)
iShares Core S&P Total U.S. Stock Market ETF Etf (ITOT)
Apple Stock (AAPL)
iShares S&P 500 Value ETF Etf (IVE)
Mastercard Incorporated Stock (MA)
Pacer US Cash Cows 100 ETF Etf (COWZ)

View all positions for Able Wealth Management

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
ZB
Victory Capital Management
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index