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iShares Russell Midcap Value Index shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 108k 116.29
2023-09-30 $12M 116k 104.34
2023-06-30 $13M 118k 109.84
2023-03-31 $13M 121k 106.20
2022-12-31 $12M 111k 105.34
2022-09-30 $9.7M 101k 96.05
2022-06-30 $10M 100k 101.57
2022-03-31 $12M 99k 119.64
2021-12-31 $11M 93k 122.38
2021-09-30 $9.9M 87k 113.25
2021-06-30 $9.9M 86k 114.98
2021-03-31 $8.9M 81k 109.29
2020-12-31 $7.7M 79k 96.96
2020-09-30 $4.0M 49k 80.84
2020-06-30 $4.1M 53k 76.53
2020-03-31 $3.7M 57k 64.09
2019-12-31 $5.5M 59k 94.77
2019-09-30 $5.0M 56k 89.70
2019-06-30 $4.9M 55k 89.13
2019-03-31 $4.7M 54k 86.86
2018-12-31 $4.2M 56k 76.35
2018-09-30 $3.8M 42k 90.27
2018-06-30 $3.2M 36k 88.48
2018-03-31 $3.0M 35k 86.43
2017-12-31 $3.1M 35k 89.14
2017-09-30 $2.8M 33k 84.92
2017-06-30 $2.6M 31k 84.09
2017-03-31 $2.2M 27k 82.99
2016-12-31 $1.9M 23k 80.45
2016-09-30 $1.7M 22k 76.79
2016-06-30 $1.3M 17k 74.29
2016-03-31 $1.2M 17k 70.93
2015-12-31 $1.2M 17k 68.65
2015-09-30 $1.1M 17k 67.08
2015-06-30 $1.3M 17k 73.73
2015-03-31 $1.3M 18k 75.27
2014-12-31 $1.5M 20k 73.78
2014-09-30 $1.5M 22k 70.00
2014-06-30 $1.5M 21k 72.60
2014-03-31 $1.4M 21k 68.73
2013-12-31 $1.4M 21k 65.71
2013-09-30 $1.2M 20k 60.90
2013-06-30 $1.1M 19k 57.90
2013-03-31 $947k 17k 56.97

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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