IWS — ISHARES RUSSELL MIDCAP VALUE INDEX

Ownership history in VICUS CAPITAL  ·  2 quarters on record

This page tracks every 13F SEC filing in which VICUS CAPITAL reported a position in ISHARES RUSSELL MIDCAP VALUE INDEX (IWS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q2)
Avg. % of fund
0.02%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,574 +2 +0.1% 0.02% $220K $138.60
2025 Q2 INITIATED 1,572 — — 0.02% $208K $130.60
% of Fund (quarterly)    IWS price (monthly, adj. close)

Other funds also holding IWS

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 10.27% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 9.75% LPWM LLC 3Y 8.24% First Citizens Asset Management, Inc. 3Y 7.68% Cedar Mountain Advisors, LLC 3Y 6.91% STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 6.71% Bishop & Co Investment Management, LLC 3Y 7Y 6.53% Aldebaran Capital, LLC 3Y 5.08% Processus Wealth & Capital Management, LLC 4.27% LWM ADVISORS INC 4.24%
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