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iShares Russell Midcap Value Index shares owned by Mycio Wealth Partners

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

Historical chart of Mycio Wealth Partners 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 Mycio Wealth Partners 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 Mycio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $742k 5.9k 125.34
2023-12-31 $736k 6.3k 116.29
2023-09-30 $657k 6.3k 104.35
2023-06-30 $688k 6.3k 109.83
2023-03-31 $663k 6.2k 106.21
2022-12-31 $654k 6.2k 105.35
2022-09-30 $590k 6.1k 96.12
2022-06-30 $623k 6.1k 101.50
2022-03-31 $732k 6.1k 119.73
2021-12-31 $745k 6.1k 122.31
2021-09-30 $684k 6.0k 113.28
2021-06-30 $694k 6.0k 114.94
2021-03-31 $656k 6.0k 109.32
2020-12-31 $582k 6.0k 96.98
2020-09-30 $483k 6.0k 80.86
2020-06-30 $475k 6.2k 76.55
2020-03-31 $392k 6.1k 64.04
2019-12-31 $8.7M 92k 94.77
2019-09-30 $8.3M 92k 89.70
2019-06-30 $8.2M 92k 89.13
2019-03-31 $8.0M 92k 86.86
2018-12-31 $7.0M 92k 76.35
2018-09-30 $1.5M 17k 90.25
2018-06-30 $1.4M 16k 88.47
2018-03-31 $1.3M 15k 86.43
2017-12-31 $1.4M 15k 89.29
2017-09-30 $1.3M 15k 84.90
2017-06-30 $1.1M 14k 83.00
2017-03-31 $1.1M 14k 83.00
2016-12-31 $1.1M 14k 80.40
2016-09-30 $800k 10k 76.78
2016-06-30 $771k 10k 74.33
2016-03-31 $736k 10k 70.96
2015-12-31 $1.1M 17k 68.66
2015-09-30 $24k 355 67.61
2014-12-31 $21k 280 75.00
2014-09-30 $20k 280 71.43
2014-06-30 $20k 280 71.43
2014-03-31 $19k 280 67.86
2013-12-31 $18k 280 64.29
2013-09-30 $17k 280 60.71
2013-06-30 $16k 280 57.14

More positions owned by Mycio Wealth Partners

Chubb (CB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Broadstone Net Lease (BNL)
Spdr Ser Tr S&p Divid Etf (SDY)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Index Fds Small Cp Etf (VB)
Automatic Data Processing (ADP)

View all positions for Mycio Wealth Partners

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index