Montgomery Financial Services »

iShares Russell Midcap Value Index shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services 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 Montgomery Financial Services 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.5M 40k 164.60

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

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
Us Bancorp
Commerce Bank N A
FMR
Commonwealth Equity Services
UBS Group
Betterment
Pnc Financial Services

View all funds holding iShares Russell Midcap Value Index