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iShares Russell Midcap Value Index shares owned by Navigation Wealth Management

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

Historical chart of Navigation 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 Navigation 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 Navigation Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $382k 2.7k 139.78
2025-06-30 $244k 1.8k 132.14

More positions owned by Navigation Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg High Y (JNK)
Zacks Trust Earngs Constant (ZECP)
Zacks Trust Small/mid Cap (SMIZ)
Zacks Trust Quality Internat
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Zacks Trust Focus Growth Etf (GROZ)
Ishares Tr Rus Mdcp Val Etf (IWS)

View all positions for Navigation Wealth Management

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
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

View all funds holding iShares Russell Midcap Value Index