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iShares Russell Midcap Value Index shares owned by Integrys Wealth Advisors

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

Historical chart of Integrys Wealth Advisors 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 Integrys Wealth Advisors 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 Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.6M 60k 125.33
2023-12-31 $6.8M 59k 116.05
2023-09-30 $6.1M 59k 104.34
2023-06-30 $6.5M 59k 109.84
2023-03-31 $6.4M 60k 106.20
2022-12-31 $6.4M 61k 105.34
2022-09-30 $5.8M 61k 96.05
2022-06-30 $6.2M 61k 101.57
2022-03-31 $6.7M 56k 119.64
2021-12-31 $6.6M 54k 122.38
2021-09-30 $6.0M 53k 113.25
2021-06-30 $6.2M 54k 114.98
2021-03-31 $5.7M 52k 109.29
2020-12-31 $5.3M 55k 96.96
2020-09-30 $4.3M 53k 80.84
2020-06-30 $3.4M 44k 76.52
2020-03-31 $2.9M 45k 64.09
2019-12-31 $4.3M 46k 94.77
2019-09-30 $4.1M 46k 89.69
2019-06-30 $4.4M 50k 89.13
2019-03-31 $4.4M 51k 86.85
2018-12-31 $3.7M 48k 76.35
2018-09-30 $5.4M 60k 90.26
2018-06-30 $5.6M 64k 88.49
2018-03-31 $5.4M 63k 86.43
2017-12-31 $16M 181k 89.15
2017-09-30 $15M 180k 84.93
2017-06-30 $15M 173k 84.09
2017-03-31 $13M 157k 82.99
2016-12-31 $11M 134k 80.43
2016-09-30 $9.8M 128k 76.77
2016-06-30 $9.1M 123k 74.29
2016-03-31 $8.2M 116k 70.93
2015-12-31 $7.1M 104k 68.66
2015-09-30 $7.0M 104k 67.09
2015-06-30 $6.9M 94k 73.76
2015-03-31 $6.4M 85k 75.26
2014-12-31 $4.1M 55k 73.76

More positions owned by Integrys Wealth Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Abbvie (ABBV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Abbott Laboratories (ABT)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr S&p Mc 400gr Etf (IJK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)

View all positions for Integrys Wealth Advisors

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Envestnet Portfolio Solutions
Us Bancorp
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