Pure Financial Advisors »

iShares Russell Midcap Value Index shares owned by Pure Financial Advisors

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

Historical chart of Pure Financial 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 Pure Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Value Index by Pure Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 12k 132.25
2024-06-30 $1.4M 12k 120.74
2024-03-31 $1.4M 11k 125.33
2023-12-31 $1.3M 11k 116.29
2023-09-30 $1.2M 12k 104.34
2023-06-30 $1.2M 11k 109.84
2023-03-31 $1.2M 11k 106.20
2022-12-31 $1.3M 12k 105.34
2022-09-30 $1.2M 12k 96.05
2022-06-30 $1.2M 12k 101.58
2022-03-31 $1.5M 12k 119.60
2021-12-31 $1.6M 13k 122.35
2021-09-30 $1.5M 13k 113.24
2021-06-30 $1.6M 14k 114.96
2021-03-31 $1.6M 15k 109.27
2020-12-31 $1.7M 18k 96.95
2020-09-30 $1.5M 18k 80.81
2020-06-30 $1.4M 19k 76.52
2020-03-31 $1.5M 24k 64.09
2019-12-31 $2.6M 28k 94.78
2019-09-30 $2.6M 29k 89.71
2019-06-30 $2.6M 29k 89.12
2019-03-31 $2.7M 31k 86.85
2018-12-31 $2.4M 32k 76.36
2018-09-30 $2.9M 32k 90.26
2018-06-30 $2.9M 33k 88.48
2018-03-31 $2.9M 34k 86.44
2017-12-31 $3.1M 35k 89.15
2017-09-30 $3.2M 38k 84.93
2017-06-30 $3.3M 40k 84.10
2017-03-31 $3.3M 40k 83.00
2016-12-31 $3.4M 43k 80.43
2016-09-30 $3.4M 44k 76.76
2016-06-30 $3.3M 45k 74.29
2016-03-31 $3.2M 45k 71.15
2015-12-31 $1.0M 15k 68.66
2015-09-30 $527k 7.9k 67.07
2015-06-30 $462k 6.3k 73.83
2015-03-31 $494k 6.6k 75.24
2014-12-31 $539k 7.3k 73.79
2014-09-30 $494k 7.1k 70.00
2014-06-30 $772k 11k 72.63
2014-03-31 $793k 12k 67.91
2013-12-31 $861k 13k 65.75
2013-09-30 $848k 14k 60.91
2013-06-30 $860k 15k 57.93
2013-03-31 $901k 16k 57.00
2012-12-31 $863k 17k 50.22

More positions owned by Pure Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Index Shs Fds Glb Nat Resrce (GNR)

View all positions for Pure Financial Advisors

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