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iShares Russell Midcap Value Index shares owned by LMG Wealth Partners

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

Historical chart of LMG Wealth Partners 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 LMG Wealth Partners 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 LMG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 18k 139.67

More positions owned by LMG Wealth Partners

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Chevron Corporation (CVX)
Raytheon Technologies Corp (RTX)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr S&p 500 Val Etf (IVE)
Cardinal Health (CAH)
Amazon (AMZN)

View all positions for LMG Wealth Partners

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
Commonwealth Equity Services
Commerce Bank N A
FMR
UBS Group
Betterment
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell Midcap Value Index