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iShares Russell Midcap Value Index shares owned by LJI Wealth Management

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

Historical chart of LJI Wealth Management 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 LJI Wealth Management 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 LJI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $622k 4.7k 132.25
2024-06-30 $580k 4.8k 120.74
2024-03-31 $603k 4.8k 125.33
2023-09-30 $520k 5.0k 104.34
2023-06-30 $547k 5.0k 109.84
2023-03-31 $514k 4.8k 106.20
2022-12-31 $510k 4.8k 105.34

More positions owned by LJI Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Apple Put Option (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)
Amplify Etf Tr High Income (YYY)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

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