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iShares Russell Midcap Value Index shares owned by Advisortrust Partners

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

Historical chart of Advisortrust Partners 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 Advisortrust Partners 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 Advisortrust Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.7k 60 145.73

More positions owned by Advisortrust Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Tr Us Telecom Etf (IYZ)
Broadcom (AVGO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Spdr Gold Tr Gold Shs (GLD)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Target Corporation (TGT)
PNC Financial Services (PNC)
Merck & Co (MRK)
Amgen (AMGN)
Prologis (PLD)

View all positions for Advisortrust Partners

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index