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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
2025-12-31 $71k 504 141.05
2025-06-30 $109k 824 132.10
2025-03-31 $104k 823 126.09
2024-12-31 $109k 844 129.31
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)
Capital Group Dividend Value Etf Etf (CGDV)
Capital Group Growth Etf Etf (CGGR)
Amazon Stock (AMZN)
Broadcom Stock (AVGO)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Capital Group International Focus Equity Etf Etf (CGXU)
Schwab Us Dividend Equity Etf Etf (SCHD)
Oneok Stock (OKE)

View all positions for Olistico Wealth

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
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
Ameriprise Financial

View all funds holding iShares Russell Midcap Value Index