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iShares Russell Midcap Value Index shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-09-30 $34k 249 136.19

More positions owned by Legacy Wealth Managment

NeoVo (NEOV)
Proshares Tr Bitcoin Etf (BITO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Proshares Tr Ether Etf (EETH)
Devon Energy Corporation (DVN)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Blackrock Ultra (ICSH)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Uscf Etf Tr Gold Strategy (USG)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)

View all positions for Legacy Wealth Managment

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