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iShares Russell Midcap Value Index shares owned by Prosperity Planning

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

Historical chart of Prosperity Planning 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 Prosperity Planning 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 Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $833k 6.3k 132.25
2024-06-30 $771k 6.4k 120.74
2024-03-31 $800k 6.4k 125.33
2023-12-31 $743k 6.4k 116.29
2023-09-30 $667k 6.4k 104.34
2023-06-30 $716k 6.5k 109.84
2023-03-31 $707k 6.7k 106.20
2022-12-31 $701k 6.7k 104.57
2022-09-30 $644k 6.7k 96.09

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)
Ishares Tr Msci Intl Vlu Ft (IVLU)

View all positions for Prosperity Planning

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