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iShares Russell Midcap Value Index shares owned by FCG Advisors

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

Historical chart of FCG Advisors 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 FCG Advisors 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 FCG Advisors

Quarter filed Position value Share count Share price at filing
2020-09-30 $1.4M 18k 80.81
2020-06-30 $1.4M 18k 76.54
2020-03-31 $1.2M 18k 64.11
2019-12-31 $1.7M 18k 94.76
2019-09-30 $1.7M 19k 89.72
2019-06-30 $1.7M 19k 89.15
2019-03-31 $1.7M 20k 86.88
2018-12-31 $1.6M 21k 76.34
2018-09-30 $2.0M 22k 90.25
2018-06-30 $1.9M 22k 88.48
2018-03-31 $2.2M 26k 86.44
2017-12-31 $2.3M 26k 88.67
2017-09-30 $2.2M 27k 84.48
2017-06-30 $2.3M 27k 84.08
2017-03-31 $2.2M 27k 82.55
2016-12-31 $2.2M 28k 80.44
2016-09-30 $4.0M 52k 76.77
2016-06-30 $3.9M 53k 74.29
2016-03-31 $3.7M 52k 70.93
2015-12-31 $2.0M 29k 68.68
2015-09-30 $2.0M 29k 67.09
2015-06-30 $2.1M 29k 73.73
2015-03-31 $2.3M 30k 75.27
2014-12-31 $2.3M 32k 74.06
2014-09-30 $2.2M 37k 60.91
2014-06-30 $2.4M 33k 72.61
2014-03-31 $2.3M 33k 68.73
2013-12-31 $2.3M 35k 65.69
2013-09-30 $2.2M 37k 60.91
2013-06-30 $2.3M 41k 57.92
2012-12-31 $2.5M 50k 50.25
2012-09-30 $2.8B 57k 48720.24
2012-03-31 $2.7M 55k 48.12
2011-12-31 $3.2M 74k 43.39

More positions owned by FCG Advisors

Bristol Myers Squibb (BMY)
Ishares Tr S&p 500 Grwt Etf Etf (IVW)
Vanguard Index Fds Extend Mkt Etf Etf (VXF)
Vanguard Tax-managed Ftse Dev Mkt Etf Etf (VEA)
Ishares Tr S&p 500 Val Etf Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Apple (AAPL)
Jp Morgan Exchange Traded Fd ultra shrt etf (JMST)
Invesco Exch Trd Slf Bulshs 2022 Cb Etf
Invesco Exch Trd Slf Bulshs 2021 Cb Etf
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Bulshs 2023 Cb Etf
Ishares Tr Select Divid Etf Etf (DVY)
Invesco Exch Trd Slf Bulshs 2020 Cb Etf

View all positions for FCG Advisors

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
ZB
Victory Capital Management
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index