Madison Wealth Partners »

iShares Russell Midcap Value Index shares owned by Madison Wealth Partners

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

Historical chart of Madison 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 Madison Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Value Index by Madison Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $241k 1.8k 132.25
2024-06-30 $220k 1.8k 120.74
2024-03-31 $226k 1.8k 125.33
2023-12-31 $209k 1.8k 116.29
2022-03-31 $215k 1.8k 119.44
2021-12-31 $220k 1.8k 122.22

More positions owned by Madison Wealth Partners

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Madison Wealth Partners

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