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iShares Russell Midcap Value Index shares owned by AdvicePeriod

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

Historical chart of AdvicePeriod investment in iShares Russell Midcap Value Index

Jan 2018Jul 2018Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 20212M4M6M8M50k100k
Value ($)Share countHistorical IWS position of AdvicePeriod Source: stockzoa.comValue ($)Share count

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All positions including iShares Russell Midcap Value Index held by AdvicePeriod 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 AdvicePeriod

Quarter filed Position value Share count Share price at filing
2021-06-30 $7.8M 68k 114.98
2021-03-31 $7.7M 70k 109.31
2020-12-31 $6.9M 71k 96.96
2020-09-30 $5.8M 72k 80.84
2020-06-30 $4.6M 60k 76.53
2020-03-31 $7.1M 110k 64.09
2019-12-31 $5.8M 61k 94.77
2019-09-30 $5.5M 61k 89.69
2019-06-30 $5.3M 59k 89.13
2019-03-31 $4.8M 55k 86.92
2018-12-31 $3.9M 51k 76.36
2018-09-30 $3.5M 38k 90.25
2018-06-30 $1.4M 16k 88.48
2018-03-31 $1.1M 13k 86.43
2017-12-31 $973k 11k 89.14

More positions owned by AdvicePeriod

Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded No Amer Energy (EMLP)

View all positions for AdvicePeriod

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Us Bancorp
Bank of America Corporation
Wells Fargo & Company
Envestnet Portfolio Solutions
Tiaa Trust, National Association
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
FMR
Betterment
UBS Group
Pnc Financial Services

View all funds holding iShares Russell Midcap Value Index