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iShares Russell Midcap Value Index shares owned by Rebalance

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

Historical chart of Rebalance 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 Rebalance 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 Rebalance

Quarter filed Position value Share count Share price at filing
2024-09-30 $904k 6.8k 132.25
2024-06-30 $825k 6.8k 120.74
2024-03-31 $857k 6.8k 125.33
2023-12-31 $795k 6.8k 116.29
2023-09-30 $697k 6.7k 104.34
2023-06-30 $733k 6.7k 109.84
2023-03-31 $709k 6.7k 106.20
2022-12-31 $700k 6.6k 105.34

More positions owned by Rebalance

Schwab U.s. Broad Market Etf Etf (SCHB)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Real Estate Etf Etf (VNQ)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)

View all positions for Rebalance

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Tiaa Trust, National Association
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
FMR
Betterment
UBS Group
Pnc Financial Services
Ameriprise Financial

View all funds holding iShares Russell Midcap Value Index