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iShares Russell Midcap Value Index shares owned by Basepoint Wealth

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

Historical chart of Basepoint Wealth 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 Basepoint Wealth 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 Basepoint Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $104k 736 141.08

More positions owned by Basepoint Wealth

Sprott Asset Management Lp Physical Silver Cef (PSLV)
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
Deere & Co Stock (DE)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Adam Nat Res Cef (PEO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Tapestry Stock (TPR)
Ingredion Stock (INGR)
General Dynamics Corp Stock (GD)
Microsoft Corp Stock (MSFT)
Pepsico Stock (PEP)
Abbvie Stock (ABBV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Invesco S&p 500 Quality Etf Etf (SPHQ)

View all positions for Basepoint Wealth

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
Commonwealth Equity Services
Commerce Bank N A
FMR
UBS Group
Betterment
Pnc Financial Services
LPL Financial
Ameriprise Financial

View all funds holding iShares Russell Midcap Value Index