Stonebridge Financial Group, LLC / MO »

iShares Russell Midcap Value Index shares owned by Stonebridge Financial Group, LLC / MO

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Stonebridge Financial Group, LLC / MO from 13F filings

Historical chart of Stonebridge Financial Group, LLC / MO investment in iShares Russell Midcap Value Index

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All positions including iShares Russell Midcap Value Index held by Stonebridge Financial Group, LLC / MO 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 Stonebridge Financial Group, LLC / MO

Quarter filed Position value Share count Share price at filing
2025-12-31 $469k 3.3k 141.04

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Putnam Etf Trust Focused Lar Cap (PVAL)
Alphabet Cap Stk Cl A (GOOGL)
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Fidelity Covington Trust Blue Chip Grwth (FBCG)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
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