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iShares Russell Midcap Value Index shares owned by Prosperity Planning

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

Historical chart of Prosperity Planning 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 Prosperity Planning 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 Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $800k 6.4k 125.33
2023-12-31 $743k 6.4k 116.29
2023-09-30 $667k 6.4k 104.34
2023-06-30 $716k 6.5k 109.84
2023-03-31 $707k 6.7k 106.20
2022-12-31 $701k 6.7k 104.57
2022-09-30 $644k 6.7k 96.09

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)

View all positions for Prosperity Planning

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