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iShares Russell Midcap Value Index shares owned by Intrepid Financial Planning Group

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

Historical chart of Intrepid Financial Planning Group 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 Intrepid Financial Planning Group 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 Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.4M 13k 104.34
2023-06-30 $1.5M 14k 109.84
2023-03-31 $1.4M 14k 106.20
2022-12-31 $1.5M 14k 105.34
2022-09-30 $1.4M 15k 96.03
2022-06-30 $1.5M 15k 101.55

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Eli Lilly & Co. (LLY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares U S Etf Tr Bloomberg Roll (CMDY)
JPMorgan Chase & Co. (JPM)
Northwest Bancshares (NWBI)
Select Sector Spdr Tr Indl (XLI)

View all positions for Intrepid Financial Planning Group

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index