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iShares Russell Midcap Value Index shares owned by Willner & Heller

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

Historical chart of Willner & Heller 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 Willner & Heller 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 Willner & Heller

Quarter filed Position value Share count Share price at filing
2023-12-31 $652k 5.6k 116.30
2022-12-31 $569k 5.4k 105.34
2022-09-30 $567k 5.9k 96.02
2022-06-30 $588k 5.8k 101.62
2022-03-31 $622k 5.1k 122.39
2021-12-31 $511k 4.5k 113.25

More positions owned by Willner & Heller

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Cathay General Ban (CATY)
Amazon (AMZN)
UnitedHealth (UNH)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Intuitive Surgical Com New (ISRG)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Abbvie (ABBV)
Ishares Tr S&P SML 600 GWT (IJT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Willner & Heller

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Us Bancorp
Envestnet Portfolio Solutions
Wells Fargo & Company
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