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iShares Russell Midcap Value Index shares owned by Secure Asset Management

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

Historical chart of Secure Asset Management 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 Secure Asset Management 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 Secure Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 13k 141.05
2024-12-31 $207k 1.6k 129.30
2024-09-30 $214k 1.6k 132.28

More positions owned by Secure Asset Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
NVIDIA Corporation Call Option (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Ssga Active Etf Tr State Street Bla (SRLN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Tesla Motors (TSLA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Secure Asset Management

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
Commonwealth Equity Services
Commerce Bank N A
FMR
UBS Group
Betterment
Pnc Financial Services
LPL Financial
Ameriprise Financial

View all funds holding iShares Russell Midcap Value Index