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iShares Russell Midcap Value Index shares owned by B.O.S.S. Retirement Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by B.O.S.S. Retirement Advisors from 13F filings

Historical chart of B.O.S.S. Retirement Advisors 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 B.O.S.S. Retirement Advisors 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 B.O.S.S. Retirement Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $273k 2.1k 132.22
2023-12-31 $2.4M 21k 116.29
2023-09-30 $2.2M 22k 104.34
2023-06-30 $2.0M 18k 109.84
2023-03-31 $1.7M 16k 106.20
2022-12-31 $1.6M 15k 105.35

More positions owned by B.O.S.S. Retirement Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Aim Etf Products Trust Allianzim U S La (SIXD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Exxon Mobil Corporation (XOM)
UnitedHealth (UNH)
Home Depot (HD)
McDonald's Corporation (MCD)

View all positions for B.O.S.S. Retirement Advisors

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Tiaa Trust, National Association
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
Pnc Financial Services
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index