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iShares Russell Midcap Value Index shares owned by Investment Partners

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

Historical chart of Investment Partners 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 Investment Partners 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 Investment Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 36k 125.33
2023-12-31 $4.2M 36k 116.29
2023-09-30 $3.7M 36k 104.34
2023-06-30 $3.7M 34k 109.84
2023-03-31 $3.6M 34k 106.20
2022-12-31 $3.5M 33k 105.34
2022-09-30 $3.4M 36k 96.04
2022-06-30 $3.1M 31k 101.56
2022-03-31 $3.8M 32k 119.64
2021-12-31 $3.7M 30k 122.39
2021-09-30 $3.3M 29k 113.25
2021-06-30 $3.2M 28k 114.97
2021-03-31 $2.7M 25k 109.28
2020-12-31 $2.2M 23k 96.94
2020-09-30 $1.8M 22k 80.85
2020-06-30 $2.7M 35k 76.54
2020-03-31 $2.2M 35k 64.09
2019-12-31 $3.3M 35k 94.78
2019-09-30 $3.1M 35k 89.70
2019-06-30 $3.1M 35k 89.13
2019-03-31 $3.1M 36k 86.87
2018-12-31 $2.5M 33k 76.35
2018-09-30 $90k 33k 2.72
2018-06-30 $2.9M 33k 88.50
2018-03-31 $2.8M 32k 86.43
2017-12-31 $2.4M 27k 89.14
2017-09-30 $2.3M 27k 84.92
2017-06-30 $2.3M 27k 84.07
2017-03-31 $2.2M 26k 82.98
2016-12-31 $2.1M 26k 80.42
2016-09-30 $2.0M 26k 76.79
2016-06-30 $1.9M 25k 74.31
2016-03-31 $1.6M 24k 68.64
2015-12-31 $1.6M 23k 68.76
2015-09-30 $1.5M 23k 67.12
2015-06-30 $1.6M 22k 73.60
2015-03-31 $1.7M 22k 75.29
2014-12-31 $1.6M 22k 73.63

More positions owned by Investment Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Eli Lilly & Co. (LLY)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Eafe Etf (EFA)
JPMorgan Chase & Co. (JPM)

View all positions for Investment Partners

Top funds holding iShares Russell Midcap Value Index

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