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iShares Russell Midcap Value Index shares owned by Processus Wealth & Capital Management

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

Historical chart of Processus Wealth & Capital 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 Processus Wealth & Capital 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 Processus Wealth & Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.0M 48k 125.33
2023-12-31 $4.4M 38k 116.29

More positions owned by Processus Wealth & Capital Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Mdcp Val Etf (IWS)
Amazon (AMZN)
Mastercard Incorporated Cl A (MA)
FedEx Corporation (FDX)
Applied Materials (AMAT)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
Qualcomm (QCOM)
Thermo Fisher Scientific (TMO)
Bank of America Corporation (BAC)
salesforce (CRM)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Processus Wealth & Capital Management

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Envestnet Portfolio Solutions
Us Bancorp
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
ZB
Victory Capital Management
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index