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iShares Russell Midcap Value Index shares owned by Evoke Wealth

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

Historical chart of Evoke Wealth 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 Evoke Wealth 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 Evoke Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $671k 5.1k 132.25
2024-03-31 $636k 5.1k 125.33
2023-12-31 $590k 5.1k 116.29
2023-09-30 $484k 4.6k 104.92
2023-06-30 $507k 4.6k 109.84
2022-06-30 $17k 172 98.84

More positions owned by Evoke Wealth

Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
Tidal Etf Tr Rpar Risk Pari (RPAR)
Vanguard Index Fds Total Stk Mkt (VTI)
Flexshares Tr Mornstar Upstr (GUNR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)

View all positions for Evoke Wealth

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