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iShares Russell Midcap Value Index shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $25k 177 139.67
2025-06-30 $23k 177 132.14
2025-03-31 $23k 177 131.30
2024-12-31 $25k 177 140.15

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Microsoft Corp Stock (MSFT)
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Visa Inc Com Cl A Stock (V)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

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