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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
2024-03-31 $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

Meta Platforms Cl A (META)
Tidal Etf Tr Upar Ultra Risk (UPAR)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard World Esg Intl Stk Etf (VSGX)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Qualcomm (QCOM)
Sempra Energy (SRE)
Global X Fds Us Infr Dev Etf (PAVE)
Ftai Aviation SHS (FTAI)
Blackrock Core Bd Tr Shs Ben Int (BHK)
Ea Series Trust Mkam Etf (MKAM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Rexford Industrial Realty Inc reit (REXR)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)

View all positions for Evoke Wealth

Top funds holding iShares Russell Midcap Value Index

Morgan Stanley
Jones Financial Companies, L.L
Tiaa Trust, National Association
Envestnet Portfolio Solutions
Us Bancorp
Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
FMR
Betterment
UBS Group
Pnc Financial Services

View all funds holding iShares Russell Midcap Value Index