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iShares Russell Midcap Value Index shares owned by Joel Adams & Associates

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

Historical chart of Joel Adams & Associates 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 Joel Adams & Associates 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 Joel Adams & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $253k 1.8k 141.05

More positions owned by Joel Adams & Associates

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Joel Adams & Associates

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index