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iShares Russell Midcap Value Index shares owned by Mpwm Advisory Solutions

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

Historical chart of Mpwm Advisory Solutions 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 Mpwm Advisory Solutions 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 Mpwm Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $18k 129 141.05
2025-09-30 $18k 129 139.67
2025-06-30 $17k 129 132.14
2025-03-31 $16k 129 125.97
2024-12-31 $17k 129 129.34

More positions owned by Mpwm Advisory Solutions

SPDR S&P MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPTM)
Invesco Qqq MF Closed and MF Open (QQQ)
Invesco Nasdaq MF Closed and MF Open (QQQM)
State Street MF Closed and MF Open (SPTL)
Ishares Russell MF Closed and MF Open (IWM)
First Trust MF Closed and MF Open (BUFQ)
Vaneck Clo MF Closed and MF Open (CLOI)
State Street MF Closed and MF Open (XLI)
Dimensional Us MF Closed and MF Open (DFUS)
State Street MF Closed and MF Open (SPYG)
Ishares Msci MF Closed and MF Open (INDA)
Victoryshares Us MF Closed and MF Open (CDL)
Capital Group MF Closed and MF Open (CGGR)
First Trust MF Closed and MF Open (SDVY)

View all positions for Mpwm Advisory Solutions

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