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iShares Russell Midcap Value Index shares owned by Evensky & Katz

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

Historical chart of Evensky & Katz 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 Evensky & Katz 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 Evensky & Katz

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 9.6k 125.38
2023-12-31 $1.1M 9.6k 116.30
2023-09-30 $992k 9.5k 104.30
2023-06-30 $1.0M 9.5k 109.87
2023-03-31 $1.0M 9.5k 106.15
2022-12-31 $994k 9.4k 105.37
2022-09-30 $896k 9.3k 96.08
2022-06-30 $947k 9.3k 101.54
2022-03-31 $1.1M 9.3k 119.67
2021-12-31 $1.1M 9.0k 122.37
2021-09-30 $1.0M 9.0k 113.30
2021-06-30 $1.0M 9.0k 114.97
2021-03-31 $1.1M 9.7k 109.32
2020-12-31 $959k 9.9k 96.91
2020-09-30 $796k 9.9k 80.81
2020-06-30 $750k 9.8k 76.54
2020-03-31 $629k 9.8k 64.07
2019-12-31 $457k 4.8k 94.64
2019-09-30 $427k 4.8k 89.65
2019-06-30 $429k 4.8k 89.06
2019-03-31 $416k 4.8k 86.79
2018-12-31 $364k 4.8k 76.29
2018-09-30 $406k 4.5k 90.12
2018-06-30 $406k 4.6k 88.47
2018-03-31 $396k 4.6k 86.29
2017-12-31 $470k 5.3k 89.12
2017-09-30 $443k 5.2k 84.90
2017-06-30 $436k 5.2k 83.99
2017-03-31 $429k 5.2k 82.72
2016-12-31 $415k 5.2k 80.30
2016-09-30 $423k 5.5k 76.60
2016-06-30 $408k 5.5k 74.29
2016-03-31 $413k 5.8k 70.85
2015-12-31 $582k 8.5k 68.62
2015-09-30 $429k 6.4k 66.95
2015-06-30 $473k 6.4k 73.61
2015-03-31 $470k 6.2k 75.25
2014-12-31 $450k 6.1k 73.69
2014-09-30 $478k 6.8k 69.98
2014-06-30 $477k 6.6k 72.51
2014-03-31 $450k 6.6k 68.70
2013-12-31 $430k 6.6k 65.65
2013-09-30 $395k 6.5k 60.87
2013-06-30 $445k 7.7k 57.92

More positions owned by Evensky & Katz

Schwab U S Broad Market ETF (SCHB)
Dimensional International Core Equity 2 ETF (DFIC)
iShares S&P 1500 Index Fund (ITOT)
iShares Russell 3000 Index (IWV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
iShares S&P MidCap 400 Value Index (IJJ)
Vanguard Sht Term Govt Bond ETF (VGSH)
Vanguard Total Stock Market ETF (VTI)
Dimensional Etf Trust (DFEM)
Invesco Exchange W&p 500 Qualit equities (SPHQ)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Dividend Appreciation ETF (VIG)
Pacer Fds Tr us cash cows 100 (COWZ)
Ishares Inc msci world idx (URTH)
John Hancock Exchange Traded multi intl etf (JHMD)

View all positions for Evensky & Katz

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
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index