Plante Moran Financial Advisors »

iShares Russell Midcap Value Index shares owned by Plante Moran Financial Advisors

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

Historical chart of Plante Moran 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 Plante Moran Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Value Index by Plante Moran Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $215k 1.8k 116.29
2023-09-30 $16k 153 104.37
2023-06-30 $16k 141 109.87
2023-03-31 $14k 128 106.23
2022-12-31 $13k 127 105.70
2022-09-30 $19k 199 95.48
2022-06-30 $20k 199 100.50
2022-03-31 $25k 206 121.36
2021-12-31 $24k 198 121.21
2021-09-30 $22k 198 111.11
2021-06-30 $14k 125 112.00
2021-03-31 $14k 125 112.00
2020-12-31 $12k 125 96.00
2020-06-30 $12k 162 74.07
2020-03-31 $10k 162 61.73
2019-12-31 $44k 468 94.02
2019-09-30 $41k 462 88.74
2019-06-30 $14k 162 86.42
2019-03-31 $14k 162 86.42
2018-12-31 $15k 201 74.63
2018-09-30 $15k 162 92.59
2018-06-30 $14k 162 86.42
2018-03-31 $14k 162 86.42
2017-12-31 $14k 162 86.42
2017-09-30 $14k 162 86.42
2017-06-30 $14k 162 86.42
2017-03-31 $13k 162 80.25
2016-12-31 $13k 162 80.25
2016-09-30 $12k 162 74.07
2016-06-30 $12k 162 74.07
2016-03-31 $11k 162 67.90
2015-12-31 $103k 1.5k 68.58
2015-09-30 $101k 1.5k 67.24
2015-06-30 $12k 162 74.07
2015-03-31 $12k 162 74.07
2014-12-31 $12k 162 74.07
2014-09-30 $57k 815 69.94

More positions owned by Plante Moran Financial Advisors

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Pepsico Stock (PEP)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Extended Market Etf Etf (VXF)
Vanguard Large-cap Etf Etf (VV)
Stryker Corporation Stock (SYK)
Yum Brands Stock (YUM)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Small Cap Value Etf Etf (VBR)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Yum China Hldgs Stock (YUMC)

View all positions for Plante Moran Financial Advisors

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index