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iShares Russell Midcap Value Index shares owned by Polaris Wealth Advisers

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

Historical chart of Polaris Wealth Advisers 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 Polaris Wealth Advisers 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 Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-03-31 $9.1M 85k 106.20
2022-12-31 $9.8M 89k 110.65
2022-09-30 $8.9M 91k 97.71
2022-06-30 $9.7M 95k 101.57
2022-03-31 $12M 103k 118.52
2021-12-31 $14M 110k 122.38
2021-09-30 $13M 111k 116.39
2021-06-30 $13M 112k 115.88
2021-03-31 $13M 118k 111.71
2020-12-31 $13M 128k 100.13
2020-09-30 $8.5M 102k 83.86
2020-06-30 $11M 137k 76.20
2020-03-31 $9.0M 140k 64.09
2019-12-31 $14M 148k 96.32
2019-09-30 $12M 139k 86.76
2019-06-30 $13M 144k 89.63
2019-03-31 $13M 145k 87.86
2018-12-31 $12M 155k 76.35
2018-09-30 $14M 157k 90.26
2018-06-30 $14M 162k 86.43
2018-03-31 $14M 163k 86.43
2017-12-31 $16M 180k 89.15
2017-09-30 $14M 164k 84.93
2017-06-30 $11M 133k 84.09
2017-03-31 $11M 131k 82.99
2016-12-31 $11M 136k 80.43
2016-09-30 $11M 139k 76.77
2016-06-30 $11M 143k 74.29
2016-03-31 $10M 145k 70.93
2015-12-31 $19M 272k 68.66
2015-09-30 $20M 303k 67.09
2015-06-30 $23M 308k 73.76
2015-03-31 $24M 317k 75.26
2014-12-31 $25M 336k 73.76
2014-09-30 $23M 331k 70.00
2014-06-30 $53M 726k 72.61
2014-03-31 $21M 300k 68.73
2013-12-31 $19M 294k 65.71
2013-09-30 $34M 555k 60.91
2013-06-30 $31M 539k 57.92

More positions owned by Polaris Wealth Advisers

Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Abbvie (ABBV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Johnson & Johnson (JNJ)
JPMorgan Chase & Co. (JPM)
Nextera Energy (NEE)
Anthem (ELV)
Wal-Mart Stores (WMT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Polaris Wealth Advisers

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