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iShares Russell Midcap Value Index shares owned by LBJ Family Wealth Advisors

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

Historical chart of LBJ Family Wealth 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 LBJ Family Wealth 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 LBJ Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $15M 125k 116.29
2023-09-30 $14M 131k 104.34
2023-06-30 $15M 132k 109.84
2023-03-31 $14M 133k 106.20
2022-12-31 $14M 136k 105.34
2022-09-30 $12M 152k 78.43
2022-06-30 $14M 142k 101.57
2022-03-31 $17M 142k 118.12
2021-12-31 $17M 141k 122.38
2021-09-30 $16M 137k 116.91
2021-06-30 $16M 137k 114.98
2021-03-31 $15M 140k 109.30
2020-12-31 $14M 140k 96.96
2020-09-30 $11M 138k 80.84
2020-06-30 $11M 137k 76.53
2020-03-31 $8.7M 135k 64.09
2019-12-31 $13M 134k 94.08
2019-09-30 $12M 134k 89.70
2019-06-30 $12M 136k 89.17
2019-03-31 $12M 135k 86.86
2018-12-31 $10M 134k 76.35
2018-09-30 $12M 131k 90.26
2018-06-30 $12M 132k 88.49
2018-03-31 $11M 132k 86.43
2017-12-31 $12M 131k 89.15
2017-09-30 $11M 130k 84.93
2017-06-30 $9.8M 116k 84.09
2017-03-31 $9.7M 117k 82.99
2016-12-31 $9.4M 117k 80.43
2016-09-30 $8.9M 116k 76.77
2016-06-30 $7.9M 106k 74.29
2016-03-31 $7.5M 106k 70.93
2015-12-31 $6.8M 99k 68.20
2015-09-30 $6.4M 96k 67.09
2015-06-30 $6.7M 91k 73.76
2015-03-31 $6.9M 91k 75.49
2014-12-31 $6.8M 92k 73.76
2013-12-31 $5.5M 82k 67.56

More positions owned by LBJ Family Wealth Advisors

ishares Rus 1000 Grw ETF Etf (IWF)
ishares Rus 1000 Val ETF Etf (IWD)
ishares Rus MDCP Val ETF Etf (IWS)
ishares Rus MD CP Grw ETF Etf (IWP)
ishares Rus 2000 Val ETF Etf (IWN)
SPDR Series Trust DB Int. Gvt. ETF Etf (WIP)
ishares MSCI EAFE ETF Etf (EFA)
ishares Rus 2000 Grw ETF Etf (IWO)
Vanguard Intl Equity Index FTSE EM MKT ETF Etf (VWO)
Vanguard Index Fds. REIT ETF Etf (VNQ)
Vanguard Russell 1000 Value ETF Etf (VONV)
Vanguard Russell 2000 Value ETF Etf (VTWV)
ishares MSCI EMG MKT ETF Etf (EEM)
Vanguard Total Stk Mkt Etf Etf (VTI)
Texas Capital Bancshares common (TCBI)

View all positions for LBJ Family Wealth 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
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index