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iShares Russell Midcap Value Index shares owned by Winnow Wealth

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

Historical chart of Winnow 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 Winnow 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 Winnow Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $48k 340 140.00
2025-03-31 $43k 340 125.79
2024-12-31 $44k 340 129.16

More positions owned by Winnow Wealth

Innovator Equity Managed Floor ETF Etf (SFLR)
FT Vest U.S. Equity Deep Buffer ETF - June Etf (DJUN)
FT Vest U.S. Equity Deep Buffer ETF - July Etf (DJUL)
FT Vest U.S. Equity Deep Buffer ETF - April Etf (DAPR)
FT Vest U.S. Equity Deep Buffer ETF - August Etf (DAUG)
Innovator Defined Wealth Shield ETF Etf (BALT)
Exxon Mobil Corporation (XOM)
Innovator Nasdaq-100 Managed Floor ETF Etf (QFLR)
Innovator U.S. Small Cap Managed Floor ETF Etf (RFLR)
Johnson & Johnson (JNJ)
Credit Suisse Ag Nassau Brh (GLDI)
Applovin Corp Class A (APP)
FT Vest SMID Rising Dividend Achievers Target Income ETF Etf (SDVD)
Fox Corp (FOXA)
Broadcom (AVGO)

View all positions for Winnow Wealth

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