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iShares Russell Midcap Value Index shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial 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 Phillips Financial 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $596k 4.8k 125.33
2023-12-31 $576k 5.0k 116.29
2023-09-30 $517k 5.0k 104.34
2023-06-30 $544k 5.0k 109.84
2023-03-31 $526k 5.0k 106.20
2022-12-31 $522k 5.0k 105.34
2022-09-30 $476k 5.0k 95.99
2022-03-31 $593k 5.0k 119.73

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Phillips Financial Management

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
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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