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iShares Russell Midcap Value Index shares owned by Vance Wealth

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

Historical chart of Vance Wealth 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 Vance Wealth 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 Vance Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 40k 125.33
2023-12-31 $4.2M 36k 116.29
2023-09-30 $3.2M 31k 104.34
2023-06-30 $3.3M 30k 109.84
2023-03-31 $3.6M 34k 106.20
2022-12-31 $3.3M 32k 105.34
2022-09-30 $2.9M 30k 96.05
2022-06-30 $2.5M 25k 101.58
2022-03-31 $1.8M 15k 119.63

More positions owned by Vance Wealth

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Procter & Gamble Company (PG)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Apple (AAPL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mdcp Val Etf (IWS)
Etf Ser Solutions Netlease Corp (NETL)
Medtronic SHS (MDT)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Vance Wealth

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index