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iShares Russell Midcap Value Index shares owned by Chas. P. Smith & Associates, PA, CPA's

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Chas. P. Smith & Associates, PA, CPA's from 13F filings

Historical chart of Chas. P. Smith & Associates, PA, CPA's investment in iShares Russell Midcap Value Index

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All positions including iShares Russell Midcap Value Index held by Chas. P. Smith & Associates, PA, CPA's 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 Chas. P. Smith & Associates, PA, CPA's

Quarter filed Position value Share count Share price at filing
2026-06-30 $217k 1.3k 164.60

More positions owned by Chas. P. Smith & Associates, PA, CPA's

Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Home Depot (HD)
Johnson & Johnson (JNJ)
UnitedHealth (UNH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Visa Com Cl A (V)
Chubb (CB)
Amazon (AMZN)
McDonald's Corporation (MCD)

View all positions for Chas. P. Smith & Associates, PA, CPA's

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Morgan Stanley
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Bank of America Corporation
Tiaa-cref Individual & Institutional Services
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
FMR
Commerce Bank N A
Commonwealth Equity Services
UBS Group
Betterment
Pnc Financial Services

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