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iShares Russell Midcap Value Index shares owned by Altus Wealth Group

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

Historical chart of Altus Wealth Group 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 Altus Wealth Group 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 Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $454k 3.6k 125.33
2023-12-31 $593k 5.1k 116.29
2023-09-30 $542k 5.2k 104.34
2023-06-30 $575k 5.2k 109.84
2023-03-31 $646k 6.1k 106.20
2022-12-31 $632k 6.0k 105.34
2021-03-31 $19k 166 114.46
2020-12-31 $16k 166 96.39

More positions owned by Altus Wealth Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr S&p Divid Etf (SDY)
Builders FirstSource (BLDR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Ishares Tr Ibonds 25 Trm Ts (IBTF)

View all positions for Altus Wealth Group

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