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iShares Russell Midcap Value Index shares owned by Hamilton Point Investment Advisors

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

Historical chart of Hamilton Point 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 Hamilton Point 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 Hamilton Point Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $95k 814 116.29
2023-09-30 $85k 814 104.92
2023-06-30 $89k 814 109.84
2023-03-31 $86k 814 106.20

More positions owned by Hamilton Point Investment Advisors

Berkshire Hathaway Inc Del Cl A (BRK.A)
Microsoft Corporation (MSFT)
Apple (AAPL)
Emcor (EME)
Alphabet Cap Stk Cl C (GOOG)
American Express Company (AXP)
Adobe Systems Incorporated (ADBE)
Eaton Corp SHS (ETN)
Church & Dwight (CHD)
Raytheon Technologies Corp (RTX)
Automatic Data Processing (ADP)
TJX Companies (TJX)
Amgen (AMGN)
Deere & Company (DE)
Danaher Corporation (DHR)

View all positions for Hamilton Point Investment Advisors

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