Windsor Advisory Group »

iShares Russell Midcap Value Index shares owned by Windsor Advisory Group

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

Historical chart of Windsor Advisory Group 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 Windsor Advisory Group 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 Windsor Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $34k 270 125.33
2023-12-31 $31k 270 116.29
2023-09-30 $28k 270 104.34
2023-06-30 $30k 270 109.84
2023-03-31 $29k 270 106.20
2022-12-31 $116k 1.1k 105.34

More positions owned by Windsor Advisory Group

Paychex (PAYX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Enterprise Products Partners (EPD)
Walt Disney Company (DIS)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Greif Cl A (GEF)
Select Sector Spdr Tr Energy (XLE)
Huntington Bancshares Incorporated (HBAN)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Linde SHS (LIN)
Kroger (KR)
Installed Bldg Prods (IBP)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Windsor Advisory Group

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