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iShares Russell Midcap Value Index shares owned by RTD Financial Advisors

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

Historical chart of RTD 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 RTD Financial 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 RTD Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $18M 142k 125.33
2023-12-31 $16M 135k 116.29
2023-09-30 $14M 136k 104.34
2023-06-30 $15M 139k 109.84
2023-03-31 $14M 136k 106.20
2022-12-31 $15M 137k 105.34
2022-09-30 $13M 137k 96.05
2022-06-30 $14M 140k 101.57
2022-03-31 $19M 155k 119.64
2021-12-31 $19M 153k 122.38

More positions owned by RTD Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Actively Managed Etf Total Return (GTO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for RTD Financial Advisors

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index