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iShares Russell Midcap Value Index shares owned by Financial Planning & Information Services

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Financial Planning & Information Services from 13F filings

Historical chart of Financial Planning & Information Services 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 Financial Planning & Information Services 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 Financial Planning & Information Services

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.5M 72k 104.34
2023-06-30 $8.1M 74k 109.84
2023-03-31 $8.0M 76k 106.20
2022-12-31 $8.8M 84k 105.34
2022-09-30 $8.1M 85k 96.04
2022-06-30 $8.7M 85k 101.57
2022-03-31 $10M 87k 119.64
2021-12-31 $11M 88k 122.38
2021-09-30 $10M 90k 113.25
2021-06-30 $11M 94k 114.98
2021-03-31 $11M 100k 109.30
2020-12-31 $9.9M 103k 96.96
2020-09-30 $8.5M 105k 80.84
2020-06-30 $8.1M 106k 76.53
2020-03-31 $6.4M 101k 64.09
2019-12-31 $9.5M 100k 94.77
2019-09-30 $9.1M 102k 89.70
2019-06-30 $9.5M 106k 89.13
2019-03-31 $10M 119k 86.86
2018-12-31 $9.9M 130k 76.35
2018-09-30 $14M 153k 90.26
2018-06-30 $16M 178k 88.49
2018-03-31 $16M 186k 86.43
2017-12-31 $17M 192k 89.15
2017-09-30 $16M 193k 84.93
2017-06-30 $16M 195k 84.09
2017-03-31 $16M 195k 82.99
2016-12-31 $16M 199k 80.43
2016-09-30 $16M 204k 76.77
2016-06-30 $16M 210k 74.29
2016-03-31 $16M 220k 70.93
2015-12-31 $15M 224k 68.66
2015-09-30 $15M 224k 67.09
2015-06-30 $16M 221k 73.76
2015-03-31 $17M 219k 75.26
2014-12-31 $15M 218k 70.98
2014-09-30 $15M 221k 70.00
2014-06-30 $16M 226k 72.61
2014-03-31 $16M 232k 68.73
2013-12-31 $15M 230k 65.71

More positions owned by Financial Planning & Information Services

Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)

View all positions for Financial Planning & Information Services

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index