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iShares Russell Midcap Value Index shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial 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 Synergy Financial 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 1.7k 139.67
2024-12-31 $2.9k 22 132.27

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Apple (AAPL)
Coca-Cola Company (KO)
Citizens Financial (CFG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Boston Scientific Corporation (BSX)
Corcept Therapeutics Incorporated (CORT)
Eli Lilly & Co. (LLY)

View all positions for Synergy Financial Management

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
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

View all funds holding iShares Russell Midcap Value Index