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iShares Russell Midcap Value Index shares owned by Ascent Group

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

Historical chart of Ascent Group 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 Ascent Group 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 Ascent Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $2.1M 21k 101.53
2023-06-30 $1.5M 14k 112.51
2023-03-31 $1.3M 12k 106.20
2022-12-31 $1.4M 13k 105.34
2022-09-30 $1.9M 18k 105.05
2022-06-30 $2.4M 22k 110.37
2022-03-31 $2.9M 25k 119.63

More positions owned by Ascent Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
UnitedHealth (UNH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Procter & Gamble Company (PG)
Ishares Tr TRS FLT RT BD (TFLO)
Mastercard Incorporated Cl A (MA)
Vanguard Index Fds Value Etf (VTV)
Adobe Systems Incorporated (ADBE)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Ascent Group

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
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