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iShares Russell Midcap Value Index shares owned by TPG Financial Advisors

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

Historical chart of TPG Financial 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 TPG Financial 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 TPG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $261k 2.0k 132.25
2024-06-30 $235k 1.9k 120.74
2022-06-30 $721k 7.1k 101.56
2022-03-31 $292k 2.4k 119.48

More positions owned by TPG Financial Advisors

Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 3 7 Yr Treas Bd (IEI)

View all positions for TPG Financial Advisors

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index