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iShares Russell Midcap Value Index shares owned by Foster Victor Wealth Advisors

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

Historical chart of Foster Victor Wealth 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 Foster Victor Wealth 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 Foster Victor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $338k 2.3k 148.27
2025-09-30 $321k 2.3k 140.90

More positions owned by Foster Victor Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Lam Research Corp Com New (LRCX)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Qualty (IQLT)
Nasdaq Omx (NDAQ)
Mastercard Incorporated Cl A (MA)
Qualcomm (QCOM)
Ss&c Technologies Holding (SSNC)
Lpl Financial Holdings (LPLA)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
S&p Global (SPGI)

View all positions for Foster Victor Wealth Advisors

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
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
Ameriprise Financial

View all funds holding iShares Russell Midcap Value Index