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iShares Russell Midcap Value Index shares owned by Olistico Wealth

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

Historical chart of Olistico 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 Olistico 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 Olistico Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $112k 843 132.37
2024-06-30 $135k 1.1k 120.72
2023-12-31 $203k 1.7k 116.32

More positions owned by Olistico Wealth

Vanguard Growth Etf Etf (VUG)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Information Technology Etf Etf (VGT)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Capital Group Dividend Value Etf Etf (CGDV)
Oneok Stock (OKE)
Capital Group Growth Etf Etf (CGGR)
Eli Lilly & Co Stock (LLY)
Microsoft Corp Stock (MSFT)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Olistico Wealth

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Tiaa Trust, National Association
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
Pnc Financial Services
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index