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iShares Russell Midcap Value Index shares owned by Anchor Capital Advisors

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

Historical chart of Anchor Capital Advisors 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 Anchor Capital Advisors 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 Anchor Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $18M 143k 125.33
2023-12-31 $38M 324k 116.29
2023-09-30 $38M 366k 104.34
2023-06-30 $9.3M 85k 109.84
2023-03-31 $12M 116k 106.20
2022-12-31 $22M 212k 105.34
2022-09-30 $37M 388k 96.05
2022-06-30 $24M 238k 101.57
2022-03-31 $9.6M 80k 119.64
2021-12-31 $36M 292k 122.38
2021-09-30 $714k 6.3k 113.19
2021-06-30 $5.1M 44k 114.97
2021-03-31 $659k 6.0k 109.32
2020-12-31 $20M 201k 96.96
2020-09-30 $9.3M 115k 80.84
2020-06-30 $11M 141k 76.53
2020-03-31 $22M 337k 64.09
2019-12-31 $21M 218k 94.77
2019-09-30 $17M 194k 89.70
2019-06-30 $1.7M 19k 89.11
2019-03-31 $1.7M 20k 86.88
2018-12-31 $43M 558k 76.35
2018-09-30 $2.6M 29k 90.26
2018-06-30 $2.0M 22k 88.48
2018-03-31 $2.7M 31k 86.42
2017-12-31 $8.0M 90k 89.15
2017-09-30 $2.5M 29k 84.93
2017-06-30 $2.3M 27k 84.09
2017-03-31 $1.8M 22k 83.01
2016-12-31 $2.0M 25k 80.41
2016-09-30 $1.1M 14k 76.77
2016-06-30 $789k 11k 74.26
2016-03-31 $764k 11k 70.90
2015-12-31 $953k 14k 68.64
2015-09-30 $429k 6.4k 67.03
2014-12-31 $1.2M 16k 73.75

More positions owned by Anchor Capital Advisors

McKesson Corporation (MCK)
W.R. Berkley Corporation (WRB)
CBOE Holdings (CBOE)
Diamondback Energy (FANG)
Ulta Salon, Cosmetics & Fragrance (ULTA)
Boston Scientific Corporation (BSX)
A. O. Smith Corporation (AOS)
Markel Corporation (MKL)
Booz Allen Hamilton Hldg Cor Cl A (BAH)
PNC Financial Services (PNC)
Analog Devices (ADI)
Vontier Corporation (VNT)
Fluor Corporation (FLR)
Casey's General Stores (CASY)
CRH Ord (CRH)

View all positions for Anchor Capital Advisors

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Envestnet Portfolio Solutions
Us Bancorp
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
ZB
Victory Capital Management
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index