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iShares Russell Midcap Value Index shares owned by NFP Retirement

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

Historical chart of NFP Retirement 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 NFP Retirement 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 NFP Retirement

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 1.7k 132.14
2025-06-30 $224k 1.7k 132.14
2025-03-31 $215k 1.7k 125.97
2024-12-31 $221k 1.7k 129.34
2024-09-30 $226k 1.7k 132.25
2024-06-30 $246k 2.0k 120.74
2024-03-31 $261k 2.1k 125.33
2023-12-31 $240k 2.1k 116.29

More positions owned by NFP Retirement

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for NFP Retirement

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