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iShares Russell Midcap Value Index shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus 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 Montz Harcus 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 Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 1.3k 164.54

More positions owned by Montz Harcus Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust St Str P400mid (SPMD)
Spdr Series Trust ST STR SP600 SML (SPSM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Spdr Series Trust ST STR P500GRW (SPYG)
Home Ban (HBCP)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)

View all positions for Montz Harcus Wealth Management

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

View all funds holding iShares Russell Midcap Value Index