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iShares Russell Midcap Value Index shares owned by SJA Financial Advisory

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

Historical chart of SJA Financial Advisory 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 SJA Financial Advisory 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 SJA Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 13k 125.33
2023-12-31 $1.4M 12k 116.29
2023-09-30 $1.2M 11k 104.34
2023-06-30 $1.3M 12k 109.84
2023-03-31 $1.2M 12k 106.20
2022-12-31 $1.2M 12k 105.34
2022-09-30 $1.1M 12k 96.05
2022-06-30 $1.2M 12k 101.60
2022-03-31 $1.4M 12k 119.63
2021-12-31 $1.4M 12k 122.38
2021-09-30 $1.3M 12k 113.26
2021-06-30 $1.4M 12k 114.96
2021-03-31 $1.4M 12k 109.28
2020-12-31 $1.2M 13k 96.98
2020-09-30 $1.0M 13k 80.86
2020-06-30 $1.1M 14k 76.50

More positions owned by SJA Financial Advisory

Ishares Core Msci Eafe Etf (IEFA)
Ishares S&p 500 Index Etf (IVV)
Ishares S&p 500 Value Etf Etf (IVE)
Vanguard Total Bond Market Etf Etf (BND)
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Mkts Etf (IEMG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares S&p Midcap 400 Value Etf Etf (IJJ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares S&p Smallcap 600 Value Etf Etf (IJS)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Vanguard Reit Index Etf Etf (VNQ)

View all positions for SJA Financial Advisory

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