Kelsey Financial »

iShares Russell Midcap Value Index shares owned by Kelsey Financial

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

Historical chart of Kelsey Financial 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 Kelsey Financial 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 Kelsey Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.4M 39k 141.05

More positions owned by Kelsey Financial

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Broadcom (AVGO)
Amgen (AMGN)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 2000 Val Etf (IWN)
Apple (AAPL)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Series Trust State Street Spd (JNK)
Tesla Motors (TSLA)

View all positions for Kelsey Financial

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