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iShares Russell Midcap Value Index shares owned by Kiely Wealth Advisory Group

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

Historical chart of Kiely Wealth Advisory 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 Kiely Wealth Advisory 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 Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $135k 990 136.68
2024-06-30 $122k 990 123.13
2024-03-31 $120k 990 120.81
2023-12-31 $114k 990 115.56

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Boston Scientific Corp Equity (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)
Vanguard Mid Cap Value Etf Etf (VOE)
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)

View all positions for Kiely Wealth Advisory Group

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