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iShares Russell Midcap Value Index shares owned by Financial Guidance Group

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

Historical chart of Financial Guidance 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 Financial Guidance 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 Financial Guidance Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 12k 116.29
2023-09-30 $1.3M 12k 104.34
2023-06-30 $1.4M 12k 109.84
2023-03-31 $1.3M 12k 106.20
2022-12-31 $1.3M 13k 105.34
2022-09-30 $1.2M 13k 96.02
2022-06-30 $1.3M 13k 101.60
2022-03-31 $1.7M 15k 119.63

More positions owned by Financial Guidance Group

Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Cboe Vest Nas100 (QJUN)
Select Sector Spdr Tr Energy (XLE)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)

View all positions for Financial Guidance Group

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