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iShares Russell Midcap Value Index shares owned by Operose Advisors

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

Historical chart of Operose 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 Operose 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 Operose Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $65k 465 139.67
2025-06-30 $61k 465 132.14
2025-03-31 $59k 465 125.97
2024-12-31 $60k 465 129.34
2024-09-30 $62k 465 132.25
2024-06-30 $1.1k 9 120.78
2024-03-31 $1.1k 9 125.33
2023-06-30 $6.2k 56 109.84
2023-03-31 $5.9k 56 106.20

More positions owned by Operose Advisors

Vanguard Total Stock Market ETF Etf (VTI)
Vanguard High Dividend Yield ETF Etf (VYM)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ETF Etf (SCHF)
Vanguard Mid-Cap ETF Etf (VO)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Mid-Cap Growth ETF Etf (VOT)
Spdr S&p 500 Etf Etf (SPY)
Microsoft Corp Common (MSFT)
iShares International Select Dividend ETF Etf (IDV)
NVIDIA Corp Common (NVDA)
Broadcom Common (AVGO)
iShares Russell 2000 ETF Etf (IWM)
Apple Common (AAPL)

View all positions for Operose Advisors

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