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iShares Russell 2000 Value Index shares owned by Midland Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Midland Wealth Advisors from 13F filings

Historical chart of Midland Wealth Advisors investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Midland Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Midland Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $577k 3.5k 166.82
2024-06-30 $789k 5.2k 152.30
2024-03-31 $873k 5.5k 158.81
2023-12-31 $1.5M 9.8k 155.33

More positions owned by Midland Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Mbs Etf (MBB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Midland Wealth Advisors

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index