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iShares Russell Midcap Value Index shares owned by Smith & Howard Wealth Management

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Smith & Howard Wealth Management from 13F filings

Historical chart of Smith & Howard Wealth 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 Smith & Howard Wealth 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 Smith & Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $611k 4.6k 132.25
2024-06-30 $558k 4.6k 120.74
2024-03-31 $579k 4.6k 125.33
2023-12-31 $537k 4.6k 116.29
2023-09-30 $482k 4.6k 104.34
2023-06-30 $334k 3.0k 109.84
2023-03-31 $323k 3.0k 106.20
2022-12-31 $321k 3.0k 105.34
2022-09-30 $297k 3.1k 96.09
2022-06-30 $314k 3.1k 101.59
2022-03-31 $370k 3.1k 119.70
2021-12-31 $378k 3.1k 122.29
2021-09-30 $350k 3.1k 113.23
2021-06-30 $355k 3.1k 114.85
2021-03-31 $338k 3.1k 109.35
2020-12-31 $300k 3.1k 97.06
2020-09-30 $260k 3.2k 80.70
2020-06-30 $247k 3.2k 76.66
2020-03-31 $206k 3.2k 63.94
2019-12-31 $305k 3.2k 94.66
2019-09-30 $299k 3.3k 89.79
2019-06-30 $297k 3.3k 89.19
2019-03-31 $289k 3.3k 86.79
2018-12-31 $254k 3.3k 76.28
2018-09-30 $321k 3.6k 90.14
2018-06-30 $315k 3.6k 88.46
2018-03-31 $407k 4.7k 86.39
2017-12-31 $420k 4.7k 89.15
2017-09-30 $518k 6.1k 84.90
2017-06-30 $513k 6.1k 84.08
2017-03-31 $506k 6.1k 82.94
2016-12-31 $491k 6.1k 80.48
2016-09-30 $353k 4.6k 76.72
2016-06-30 $342k 4.6k 74.33
2016-03-31 $326k 4.6k 70.85
2015-12-31 $316k 4.6k 68.68
2015-09-30 $309k 4.6k 67.16
2015-06-30 $339k 4.6k 73.68
2015-03-31 $346k 4.6k 75.20
2014-12-31 $339k 4.6k 73.68
2014-09-30 $342k 4.9k 70.07
2014-06-30 $354k 4.9k 72.53
2014-03-31 $335k 4.9k 68.63
2013-12-31 $321k 4.9k 65.77
2013-09-30 $303k 5.2k 57.92
2013-06-30 $303k 5.2k 57.92
2013-03-31 $298k 5.2k 56.97
2012-12-31 $263k 5.2k 50.28
2012-09-30 $255k 5.2k 48.75
2012-06-30 $242k 5.2k 46.26
2012-03-31 $252k 5.2k 48.17
2011-12-31 $244k 5.6k 43.33

More positions owned by Smith & Howard Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Smith & Howard Wealth Management

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index