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iShares Russell Midcap Value Index shares owned by Fairman Group

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

Historical chart of Fairman Group 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 Fairman Group 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 Fairman Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $21k 163 129.60
2024-09-30 $22k 163 131.92
2024-06-30 $20k 162 120.64
2024-03-31 $20k 161 125.60
2023-12-31 $19k 161 116.19

More positions owned by Fairman Group

Accenture Plc Ireland Shs Class A (ACN)
Ishares Tr Core S&p500 Etf (IVV)
Accolade (ACCD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Veeva Sys Cl A Com (VEEV)
Essent (ESNT)
W.R. Berkley Corporation (WRB)
Ishares Tr Core S&p Mcp Etf (IJH)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Eafe Etf (EFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fairman Group

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Us Bancorp
Bank of America Corporation
Wells Fargo & Company
Envestnet Portfolio Solutions
Tiaa Trust, National Association
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