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iShares Russell Midcap Value Index shares owned by LifePlan Investment Advisors

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

Historical chart of LifePlan Investment Advisors 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 LifePlan Investment Advisors 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 LifePlan Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $335k 2.0k 164.60

More positions owned by LifePlan Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for LifePlan Investment Advisors

Top funds holding iShares Russell Midcap Value Index

Morgan Stanley
Jones Financial Companies, L.L
Wells Fargo & Company
Bank of America Corporation
Envestnet Portfolio Solutions
Tiaa-cref Individual & Institutional Services
First Citizens Bank & Trust
Royal Bank of Canada
Commerce Bank N A
FMR
Commonwealth Equity Services
UBS Group
Betterment
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell Midcap Value Index