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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

Tip: Access up to 7 years of quarterly data

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
Tiaa Trust, National Association
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
Pnc Financial Services
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index