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iShares Russell Midcap Value Index shares owned by Noble Family Wealth

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

Historical chart of Noble Family Wealth 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 Noble Family Wealth 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 Noble Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 23k 125.33
2023-12-31 $2.7M 24k 116.29
2023-09-30 $2.5M 24k 104.34
2023-06-30 $2.6M 24k 109.84
2023-03-31 $2.7M 25k 106.20

More positions owned by Noble Family Wealth

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Eafe Etf (EFA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Ai Enhanced (AIVL)

View all positions for Noble Family Wealth

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
ZB
Victory Capital Management
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index