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iShares Russell Midcap Value Index shares owned by Bristlecone Advisors

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

Historical chart of Bristlecone 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 Bristlecone 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 Bristlecone Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $171k 1.3k 132.25
2024-06-30 $156k 1.3k 120.74
2023-06-30 $142k 1.3k 109.84
2023-03-31 $137k 1.3k 106.20
2020-09-30 $104k 1.3k 80.56
2017-09-30 $121k 1.4k 85.09

More positions owned by Bristlecone Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Costco Wholesale Corporation (COST)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Large Cap Etf (VV)
Alphabet Cap Stk Cl A (GOOGL)
Arthur J. Gallagher & Co. (AJG)

View all positions for Bristlecone 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