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iShares Russell Midcap Value Index shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory 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 GoalVest Advisory 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 GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $11k 84 129.35
2024-09-30 $11k 84 132.25
2024-06-30 $10k 84 120.74
2024-03-31 $11k 84 125.33
2022-09-30 $5.0k 55 90.91
2022-03-31 $0 3 0.00
2021-06-30 $0 3 0.00

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Vanguard S&p 500 Etf Etf (VOO)
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Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Small-cap Etf Etf (VB)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Nyse Technology Etf Etf (XNTK)
Ishares Select Dividend Etf Etf (DVY)
Microsoft Corp Stock (MSFT)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Tesla Stock (TSLA)
Palantir Technologies Inc Cl A Stock (PLTR)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for GoalVest Advisory

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index