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iShares Russell Midcap Value Index shares owned by Northern Lights Advisors

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

Historical chart of Northern Lights Advisors 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 Northern Lights Advisors 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 Northern Lights Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $595k 4.1k 145.74
2025-12-31 $576k 4.1k 141.05

More positions owned by Northern Lights Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Northern Lights Advisors

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Portfolio Solutions
Tiaa-cref Individual & Institutional Services
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
Commerce Bank N A
FMR
Commonwealth Equity Services
UBS Group
Betterment
Pnc Financial Services

View all funds holding iShares Russell Midcap Value Index