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iShares Russell Midcap Value Index shares owned by Tectonic Advisors

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

Historical chart of Tectonic 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 Tectonic Advisors 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 Tectonic Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.1M 16k 129.34
2024-09-30 $2.1M 16k 132.25
2024-06-30 $1.8M 15k 120.74
2024-03-31 $1.4M 11k 125.33
2023-12-31 $817k 7.0k 116.29

More positions owned by Tectonic Advisors

Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Abslute Selct Vl (ABEQ)
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST)
Tcw Etf Trust Flexible Income (FLXR)
Vanguard Index Fds Mid Cap Etf (VO)
Enterprise Products Partners (EPD)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Tectonic Advisors

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index