First Foundation Advisors »

iShares Russell Midcap Value Index shares owned by First Foundation Advisors

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

Historical chart of First Foundation 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 First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Value Index by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2M 10k 120.73
2024-03-31 $1.1M 8.8k 125.34
2023-12-31 $910k 7.8k 116.29
2023-09-30 $284k 2.7k 104.35
2023-06-30 $245k 2.2k 109.84

More positions owned by First Foundation Advisors

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
United Parcel Service CL B (UPS)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for First Foundation Advisors

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