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iShares Russell Midcap Value Index shares owned by Filbrandt Wealth Management

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

Historical chart of Filbrandt 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 Filbrandt 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 Filbrandt Wealth Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $10M 88k 113.25
2021-06-30 $10M 89k 114.98
2021-03-31 $9.8M 90k 109.30
2020-12-31 $8.6M 89k 96.96
2020-09-30 $7.3M 90k 80.83
2020-06-30 $6.7M 88k 76.53
2020-03-31 $5.1M 79k 64.08
2019-12-31 $7.7M 81k 94.76

More positions owned by Filbrandt Wealth Management

Schwab Strategic Tr us lrg cap etf (SCHX)
Schwab U S Small Cap ETF (SCHA)
Sch Us Mid-cap Etf etf (SCHM)
Vanguard Mega Cap 300 Value Index ETF (MGV)
iShares Russell Midcap Value Index (IWS)
Spdr S&p 500 Etf (SPY)
SPDR S&P MidCap 400 ETF (MDY)
Ishares Tr etf msci usa (ESGU)
Schwab U S Large Cap Growth ETF (SCHG)
iShares S&P SmallCap 600 Index (IJR)
NVR (NVR)
Schwab U S Broad Market ETF (SCHB)
Schwab International Equity ETF (SCHF)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)

View all positions for Filbrandt Wealth Management

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Morgan Stanley
Bank of America Corporation
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