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iShares Russell Midcap Value Index shares owned by Highline Wealth Partners

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

Historical chart of Highline Wealth Partners 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 Highline Wealth Partners 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 126 132.62
2024-06-30 $15k 126 120.54
2024-03-31 $16k 125 125.71
2023-12-31 $15k 125 116.29

More positions owned by Highline Wealth Partners

JPMorgan Ultra-Short Income ETF Etf (JPST)
Nvidia Corporation Stock (NVDA)
Janus Henderson AAA CLO ETF Etf (JAAA)
Vanguard S&P 500 ETF Etf (VOO)
Apple Inc Com/Inv Stock (AAPL)
Vanguard Russell 1000 Value ETF Etf (VONV)
Microsoft Corp Stock (MSFT)
iShares Core MSCI EAFE ETF Etf (IEFA)
Invesco QQQ Trust Etf (QQQ)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
iShares U.S. Treasury Bond ETF Etf (GOVT)
Costco Whsl Corp/N Stock (COST)
Global X 1-3 Month T-Bill ETF Etf (CLIP)
iShares Core MSCI Emerging Mkts ETF Etf (IEMG)

View all positions for Highline Wealth Partners

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