TFB Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Value Index by TFB Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 13k 138.52
2025-06-30 $2.0M 15k 132.14
2025-03-31 $2.0M 16k 125.97
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)
NVIDIA Corporation (NVDA)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Proshares Tr Pshs Ult S&p 500 (SSO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)

View all positions for TFB Advisors

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