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iShares Russell Midcap Value Index shares owned by Lwm Advisors

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

Historical chart of Lwm 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 Lwm 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 Lwm Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.8M 34k 141.05
2025-09-30 $4.6M 33k 139.67
2025-06-30 $4.2M 32k 132.14
2025-03-31 $4.1M 32k 126.06

More positions owned by Lwm Advisors

Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 2000 Grw Etf (IWO)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Ishares Tr Esg Msci Kld 400 (DSI)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Lwm Advisors

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
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
Ameriprise Financial

View all funds holding iShares Russell Midcap Value Index