TFB Advisors »

iShares Russell Midcap Value Index shares owned by TFB Advisors

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

Historical chart of TFB 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 TFB 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 TFB Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7M 14k 118.77
2023-12-31 $1.6M 14k 116.29
2023-06-30 $1.4M 13k 109.84
2023-03-31 $375k 3.5k 106.20
2022-12-31 $321k 3.0k 105.33

More positions owned by TFB Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core Sp500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for TFB 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
ZB
Victory Capital Management
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index