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iShares Russell Midcap Value Index shares owned by First Ascent Asset Management

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by First Ascent Asset Management from 13F filings

Historical chart of First Ascent Asset Management 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 First Ascent Asset Management 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 First Ascent Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 15k 116.29
2023-09-30 $1.6M 15k 104.34
2023-06-30 $1.7M 15k 109.84
2023-03-31 $1.5M 14k 106.20
2022-12-31 $1.4M 13k 105.34

More positions owned by First Ascent Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Total Usd (IUSB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core Intl Aggr (IAGG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for First Ascent Asset Management

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