Regimen Wealth »

iShares Russell Midcap Value Index shares owned by Regimen Wealth

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

Historical chart of Regimen Wealth 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 Regimen Wealth 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 Regimen Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $629k 5.2k 120.74
2024-03-31 $650k 5.2k 125.33
2023-12-31 $601k 5.2k 116.29
2023-09-30 $534k 5.1k 104.33
2023-06-30 $562k 5.1k 109.83
2023-03-31 $542k 5.1k 106.20
2022-12-31 $535k 5.1k 105.42

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core Us Aggbd Et (AGG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Msci Emrg Chn (EMXC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Regimen Wealth

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