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iShares Russell Midcap Value Index shares owned by Peak Financial Management

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

Historical chart of Peak Financial Management 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 Peak Financial Management 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 Peak Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $278k 2.1k 132.25
2024-06-30 $254k 2.1k 120.74
2024-03-31 $263k 2.1k 125.33
2023-12-31 $244k 2.1k 116.29
2023-09-30 $219k 2.1k 104.34
2023-06-30 $231k 2.1k 109.84
2023-03-31 $223k 2.1k 106.20
2022-12-31 $221k 2.1k 105.34
2022-06-30 $215k 2.1k 101.42
2022-03-31 $239k 2.0k 119.50

More positions owned by Peak Financial Management

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Apple (AAPL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Core Lt Usdb Etf (ILTB)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)

View all positions for Peak Financial Management

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