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iShares Russell Midcap Value Index shares owned by BHK Investment Advisors

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

Historical chart of BHK Investment 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 BHK Investment 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 BHK Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 13k 125.33
2023-12-31 $1.1M 9.5k 116.29
2023-09-30 $1.1M 11k 104.34
2023-06-30 $1.5M 14k 109.84
2023-03-31 $1.5M 14k 106.20
2022-12-31 $1.3M 12k 105.34
2022-09-30 $1.4M 14k 96.06
2022-06-30 $1.5M 15k 101.58
2022-03-31 $1.5M 13k 119.64
2021-12-31 $1.5M 13k 122.36
2021-09-30 $1.4M 13k 113.21
2021-06-30 $1.4M 12k 114.99
2021-03-31 $1.3M 13k 96.99
2020-12-31 $1.3M 13k 96.99
2020-09-30 $918k 11k 80.82
2020-06-30 $920k 12k 76.54
2020-03-31 $762k 12k 64.06
2019-12-31 $1.0M 11k 94.78
2019-09-30 $1.0M 11k 89.67
2019-06-30 $999k 11k 89.16
2019-03-31 $1.2M 14k 86.89
2018-12-31 $1.1M 14k 76.35
2018-09-30 $1.1M 12k 90.28
2018-06-30 $1.1M 12k 88.47
2018-03-31 $892k 10k 86.48
2017-12-31 $720k 8.1k 89.12

More positions owned by BHK Investment Advisors

Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Barings Corporate Investors (MCI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Pimco Etf Tr 0-5 High Yield (HYS)

View all positions for BHK Investment Advisors

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