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iShares Russell Midcap Value Index shares owned by River Wealth Advisors

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

Historical chart of River Wealth 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 River Wealth Advisors 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 River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 1.7k 132.25
2024-03-31 $208k 1.7k 125.33
2018-09-30 $12k 132 90.91

More positions owned by River Wealth Advisors

Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Alphabet Cap Stk Cl A (GOOGL)
Accenture Plc Ireland Shs Class A (ACN)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
D.R. Horton (DHI)

View all positions for River Wealth Advisors

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