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iShares Russell Midcap Value Index shares owned by LifeSteps Financial

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

Historical chart of LifeSteps Financial 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 LifeSteps Financial 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 LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $38k 303 125.33

More positions owned by LifeSteps Financial

Invesco Qqq Trust Series I Etf (QQQ)
Spdr S&p 500 Etf Trust Etf (SPY)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr S&p Dividend Etf Etf (SDY)
Nvidia Corporation Stock (NVDA)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Russell 2000 Etf Etf (IWM)
Vanguard Value Etf Etf (VTV)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Us Bancorp Del Stock (USB)
Schwab Us Dividend Equity Etf Etf (SCHD)
Schwab U.s. Mid-cap Etf Etf (SCHM)

View all positions for LifeSteps Financial

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