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iShares Russell Midcap Value Index shares owned by Fundamentun

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

Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.3M 37k 145.74
2021-06-30 $255k 2.2k 114.97

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Alps Etf Tr Smith Core Plus (SMTH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Investment Grade (IGEB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Intl Aggr (IAGG)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
NVIDIA Corporation (NVDA)

View all positions for Fundamentun

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index