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iShares Russell Midcap Value Index shares owned by Aveo Capital Partners

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

Historical chart of Aveo Capital 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 Aveo Capital 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 Aveo Capital Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $337k 2.9k 116.29
2023-09-30 $268k 2.6k 104.34
2023-06-30 $211k 1.9k 109.84
2016-12-31 $1.5M 18k 80.41

More positions owned by Aveo Capital Partners

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Proshares Tr Ultra High Yld (UJB)
Alps Etf Tr Equal Sec Etf (EQL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Proshares Tr Pshs Ultruss2000 (UWM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Aveo Capital Partners

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