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iShares Russell Midcap Value Index shares owned by Glassman Wealth Services

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

Historical chart of Glassman Wealth Services 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 Glassman Wealth Services 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 Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $238k 1.8k 132.25
2024-06-30 $217k 1.8k 120.74
2024-03-31 $225k 1.8k 125.33
2023-12-31 $209k 1.8k 116.29
2023-09-30 $188k 1.8k 104.34
2023-06-30 $197k 1.8k 109.84
2023-03-31 $191k 1.8k 106.20
2022-12-31 $189k 1.8k 105.34
2022-09-30 $174k 1.8k 95.97
2022-06-30 $184k 1.8k 101.49
2022-03-31 $184k 1.5k 119.33
2021-12-31 $189k 1.5k 122.57
2021-09-30 $176k 1.6k 112.97
2021-06-30 $180k 1.6k 115.09
2021-03-31 $169k 1.5k 109.17
2020-12-31 $150k 1.5k 96.90
2020-09-30 $125k 1.5k 80.75
2020-06-30 $118k 1.5k 76.23
2020-03-31 $123k 1.9k 64.26
2019-12-31 $181k 1.9k 94.57
2019-09-30 $139k 1.5k 89.79
2019-06-30 $138k 1.5k 89.15
2019-03-31 $134k 1.5k 86.56
2018-12-31 $118k 1.5k 76.23
2018-09-30 $140k 1.5k 90.44
2018-06-30 $137k 1.5k 88.50
2018-03-31 $134k 1.5k 86.56
2017-12-31 $139k 1.6k 88.99
2017-09-30 $131k 1.5k 84.95
2017-06-30 $130k 1.5k 84.31
2017-03-31 $128k 1.5k 83.01
2016-12-31 $255k 3.2k 80.31
2016-09-30 $307k 4.0k 76.69
2016-06-30 $297k 4.0k 74.19
2016-03-31 $299k 4.2k 70.97
2015-12-31 $289k 4.2k 68.60
2015-09-30 $283k 4.2k 67.17
2015-06-30 $311k 4.2k 73.76
2015-03-31 $317k 4.2k 75.24
2014-12-31 $311k 4.2k 73.82

More positions owned by Glassman Wealth Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Snap-on Incorporated (SNA)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Glassman Wealth Services

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