Continuum Advisory »

iShares Russell Midcap Value Index shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory 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 Continuum Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Value Index by Continuum Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $341k 2.9k 116.32
2023-09-30 $254k 2.4k 104.34
2023-06-30 $267k 2.4k 109.84
2023-03-31 $229k 2.2k 106.20
2022-06-30 $259k 2.5k 101.65
2022-03-31 $305k 2.7k 112.42

More positions owned by Continuum Advisory

Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Continuum Advisory

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index