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iShares Russell Midcap Value Index shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial 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 LGT Financial 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 LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 9.5k 125.22
2023-12-31 $1.1M 9.5k 116.29
2023-09-30 $1.2M 11k 104.34
2023-06-30 $1.2M 11k 109.84
2022-12-31 $1.2M 11k 105.34

More positions owned by LGT Financial Advisors

Coca-Cola Company (KO)
Exxon Mobil Corporation (XOM)
Pfizer (PFE)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Ishares Tr Cmbs Etf (CMBS)
Invesco Actively Managed Etf Total Return (GTO)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Meta Platforms Cl A (META)
Amazon (AMZN)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial 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