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iShares Russell Midcap Value Index shares owned by Fortis Capital Advisors

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

Historical chart of Fortis Capital 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 Fortis Capital 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 Fortis Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $956k 6.8k 139.68
2025-06-30 $959k 7.3k 132.14
2025-03-31 $1.0M 8.1k 125.97

More positions owned by Fortis Capital Advisors

NVIDIA Corporation (NVDA)
Invesco QQQ Trust Etf (QQQ)
Schwab Strategic Tr Etf (SCHX)
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX)
Schwab Strategic Tr Etf (SCHG)
Spdr S&p 500 Etf Etf (SPY)
Schwab Strategic Tr Etf (SCHF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Etf (IJR)
Ishares Tr Etf (IVV)
Vanguard Index Fds Etf (VO)
SPDR Bloomberg 1-3 Month T-Bill ETF Etf (BIL)
Amazon (AMZN)
Palantir Technologies (PLTR)

View all positions for Fortis Capital Advisors

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
Commonwealth Equity Services
Commerce Bank N A
FMR
UBS Group
Betterment
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell Midcap Value Index