Pegasus Partners »

iShares Russell Midcap Value Index shares owned by Pegasus Partners

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

Historical chart of Pegasus 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 Pegasus Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Value Index by Pegasus Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 179k 125.33
2023-12-31 $20M 170k 116.29
2023-09-30 $7.1M 69k 104.34
2023-06-30 $1.8M 16k 109.84
2023-03-31 $770k 7.3k 106.20
2022-12-31 $3.5M 33k 105.34
2022-09-30 $856k 8.9k 96.07
2022-06-30 $7.8M 77k 101.58
2015-06-30 $219k 3.0k 73.86

More positions owned by Pegasus Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Top 200 Etf (IWL)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)

View all positions for Pegasus Partners

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