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iShares Russell Midcap Value Index shares owned by TFB Advisors

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

Historical chart of TFB 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 TFB 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 TFB Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.0M 16k 129.34
2024-09-30 $2.1M 16k 132.25
2024-06-30 $1.9M 16k 120.74
2024-03-31 $1.7M 14k 118.77
2023-12-31 $1.6M 14k 116.29
2023-06-30 $1.4M 13k 109.84
2023-03-31 $375k 3.5k 106.20
2022-12-31 $321k 3.0k 105.33

More positions owned by TFB Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for TFB 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