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Brady Martz Wealth Solutions »

iShares Russell Midcap Value Index shares owned by Brady Martz Wealth Solutions

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

Historical chart of Brady Martz Wealth Solutions 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 Brady Martz Wealth Solutions 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 Brady Martz Wealth Solutions

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$4.5M	32k	139.67
2025-06-30	$4.3M	33k	132.14
2025-03-31	$4.2M	34k	125.97
2024-12-31	$4.5M	34k	130.37

More positions owned by Brady Martz Wealth Solutions

Ishares Tr Core S&p Ttl Stk (ITOT)

Schwab Strategic Tr Us Lcap Va Etf (SCHV)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Vanguard Scottsdale Fds Inter Term Treas (VGIT)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

Ea Series Trust Ea Bridgeway Omn (BSVO)

Dimensional Etf Trust Short Duration F (DFSD)

American Centy Etf Tr Intl Smcp Vlu (AVDV)

Alps Etf Tr Intl Sec Dv Dog (IDOG)

Vanguard Index Fds Total Stk Mkt (VTI)

Dimensional Etf Trust Us High Profitab (DUHP)

Dimensional Etf Trust Emerging Mkts Co (DFEM)

Spdr Series Trust Nuveen Ice High (HYMB)

Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brady Martz Wealth Solutions

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L

Morgan Stanley

Wells Fargo & Company

Tiaa Trust, National Association

Envestnet Portfolio Solutions

First Citizens Bank & Trust

Royal Bank of Canada

Us Bancorp

Commonwealth Equity Services

Pnc Financial Services

LPL Financial

View all funds holding iShares Russell Midcap Value Index

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