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iShares Russell Midcap Value Index shares owned by Sax Wealth Advisors

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

Historical chart of Sax 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 Sax 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 Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 1.6k 132.24

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth Advisors

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