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iShares Russell Midcap Value Index shares owned by Centerpoint Advisors

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

Historical chart of Centerpoint 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 Centerpoint 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 Centerpoint Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $23k 173 132.95
2024-06-30 $21k 173 121.39
2022-12-31 $0 1 0.00
2018-03-31 $11k 124 88.71
2017-12-31 $11k 124 88.71

More positions owned by Centerpoint Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&P SML 600 GWT (IJT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Centerpoint 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