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iShares Russell Midcap Value Index shares owned by Rsm Us Wealth Management

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

Historical chart of Rsm Us 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 Rsm Us 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 Rsm Us Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 12k 125.33
2023-12-31 $1.5M 13k 116.29
2023-09-30 $1.4M 13k 104.92
2023-06-30 $1.4M 13k 109.84
2023-03-31 $1.4M 13k 106.20
2022-12-31 $1.4M 13k 105.37
2022-09-30 $1.3M 13k 96.03
2022-06-30 $1.3M 13k 101.61
2022-03-31 $1.9M 16k 119.64
2021-12-31 $2.0M 16k 122.41
2021-09-30 $1.9M 17k 113.24
2021-06-30 $1.9M 16k 114.96
2021-03-31 $1.8M 17k 109.32
2020-12-31 $1.6M 17k 96.98
2020-09-30 $1.4M 17k 80.82
2020-06-30 $1.3M 17k 76.54
2020-03-31 $1.1M 18k 64.11
2019-12-31 $2.3M 24k 94.76
2019-09-30 $2.2M 25k 89.70
2019-06-30 $2.3M 26k 89.11
2019-03-31 $2.4M 28k 86.85
2018-12-31 $2.2M 28k 76.34
2018-09-30 $2.7M 29k 90.83
2018-06-30 $2.6M 29k 88.49
2018-03-31 $2.6M 30k 86.45
2017-12-31 $2.7M 31k 89.14
2017-09-30 $2.6M 31k 84.94
2017-06-30 $2.7M 32k 84.10
2017-03-31 $2.7M 33k 82.98
2016-12-31 $2.7M 33k 80.42
2016-09-30 $2.6M 34k 76.77
2016-06-30 $2.6M 34k 74.30
2016-03-31 $2.5M 35k 70.92
2015-12-31 $2.4M 35k 68.67
2015-09-30 $2.4M 36k 67.38
2015-06-30 $2.7M 36k 73.76
2015-03-31 $2.6M 35k 75.27
2014-12-31 $2.5M 34k 73.77
2014-09-30 $2.4M 34k 70.01
2014-06-30 $2.4M 33k 72.60
2014-03-31 $2.4M 35k 68.72

More positions owned by Rsm Us Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Equity Etf (DFUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Rsm Us 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