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iShares Russell Midcap Value Index shares owned by W Advisors

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

Historical chart of W 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 W 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 W Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $357k 2.5k 141.05
2023-09-30 $341k 3.3k 104.34
2022-12-31 $219k 2.1k 105.34
2022-06-30 $272k 2.7k 102.47
2022-03-31 $424k 3.5k 119.68
2021-12-31 $631k 5.2k 122.26

More positions owned by W Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Microsoft Corporation (MSFT)
Merck & Co (MRK)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Msci Leadr (SUSL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Val Etf (IWD)
Exxon Mobil Corporation (XOM)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for W Advisors

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
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
Ameriprise Financial

View all funds holding iShares Russell Midcap Value Index