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iShares Russell Midcap Value Index shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management 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 Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 97k 125.33
2023-12-31 $12M 101k 117.08
2023-09-30 $13M 122k 104.92

More positions owned by Bartlett & Co. Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Procter & Gamble Company (PG)
Berkshire Hathaway (BRK.B)
JPMorgan Chase & Co. (JPM)
MasterCard Incorporated (MA)
Lowe's Companies (LOW)
Amazon (AMZN)
Abbott Laboratories (ABT)
TJX Companies (TJX)
Costco Wholesale Corporation (COST)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)
Pepsi (PEP)
Amgen (AMGN)

View all positions for Bartlett & Co. Wealth Management

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Morgan Stanley
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Us Bancorp
Envestnet Portfolio Solutions
Wells Fargo & Company
First Citizens Bank & Trust
Royal Bank of Canada
Commerce Bank N A
Commonwealth Equity Services
FMR
Betterment
UBS Group
Pnc Financial Services
ZB

View all funds holding iShares Russell Midcap Value Index