Skyline Advisors »

iShares Russell Midcap Value Index shares owned by Skyline Advisors

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

Historical chart of Skyline 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 Skyline Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Value Index by Skyline Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $492k 3.9k 125.32
2023-12-31 $443k 3.8k 116.28

More positions owned by Skyline Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard World Esg Intl Stk Etf (VSGX)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Skyline Advisors

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index