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iShares Russell Midcap Value Index shares owned by Activest Wealth Management

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

Historical chart of Activest Wealth Management 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 Activest Wealth Management 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 Activest Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $11k 95 115.76
2023-09-30 $9.8k 94 103.86
2023-03-31 $9.7k 93 104.78
2022-06-30 $9.0k 92 97.83
2022-03-31 $11k 91 120.88
2021-12-31 $11k 91 120.88
2021-09-30 $10k 91 109.89
2021-06-30 $10k 90 111.11
2021-03-31 $10k 90 111.11

More positions owned by Activest Wealth Management

SPDR S&P 500 Tr Unit (SPY)
Invesco S&p500 Eql Wgt (RSP)
Vaneck Mrngstr Wde Moat (MOAT)
Invesco S&P500 (RSPT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
Select Sector Sbi Healthcare (XLV)
SPDR Bloomberg High Y (JNK)
Ishares Msci Acwi Etf (ACWI)
Ishares Jpmorgan Usd Emg (EMB)
Principal Spectrum Pfd (PREF)
SYNNEX Corporation (SNX)
Ishares Msci Ac Asia Etf (AAXJ)

View all positions for Activest Wealth Management

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
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index