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iShares Russell Midcap Value Index shares owned by Regimen Wealth

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

Historical chart of Regimen 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 Regimen 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 Regimen Wealth

Quarter filed Position value Share count Share price at filing
2023-09-30 $534k 5.1k 104.33
2023-06-30 $562k 5.1k 109.83
2023-03-31 $542k 5.1k 106.20
2022-12-31 $535k 5.1k 105.42

More positions owned by Regimen Wealth

Ishares Tr Core High Dv Etf (HDV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Grwth Etf (EFG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Regimen Wealth

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