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iShares Russell Midcap Value Index shares owned by Commonwealth Equity Services

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

Historical chart of Commonwealth Equity Services 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 Commonwealth Equity Services 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 Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $300M 2.4M 125.33
2023-12-31 $276M 2.4M 116.29
2023-09-30 $250M 2.4M 104.34
2023-06-30 $259M 2.4M 109.84
2023-03-31 $250M 2.4M 106.20
2022-12-31 $247M 2.3M 105.34
2022-09-30 $222M 2.3M 96.05
2022-06-30 $210M 2.1M 101.57
2022-03-31 $245M 2.0M 119.64
2021-12-31 $273M 2.2M 122.38
2021-09-30 $252M 2.2M 113.25
2021-06-30 $255M 2.2M 114.98
2021-03-31 $234M 2.1M 109.30
2020-12-31 $216M 2.2M 96.96
2020-09-30 $176M 2.2M 80.84
2020-06-30 $170M 2.2M 76.53
2020-03-31 $147M 2.3M 64.09
2019-12-31 $222M 2.3M 94.77
2019-09-30 $206M 2.3M 89.70
2019-06-30 $203M 2.3M 89.13
2019-03-31 $196M 2.3M 86.86
2018-12-31 $159M 2.1M 76.35
2018-09-30 $187M 2.1M 90.26
2018-06-30 $177M 2.0M 88.49
2018-03-31 $170M 2.0M 86.43
2017-12-31 $151M 1.7M 89.15

More positions owned by Commonwealth Equity Services

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)

View all positions for Commonwealth Equity Services

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