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iShares Russell Midcap Value Index shares owned by Briaud Financial Planning

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

Historical chart of Briaud Financial Planning 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 Briaud Financial Planning 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 Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $13k 100 130.00
2025-03-31 $12k 100 120.00

More positions owned by Briaud Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Silver Tr Ishares (SLV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Analog Devices (ADI)
Exxon Mobil Corporation (XOM)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

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