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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

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
ZB
Victory Capital Management
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index