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iShares Russell Midcap Value Index shares owned by Private Portfolio Partners

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

Historical chart of Private Portfolio 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 Private Portfolio 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 Private Portfolio Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $242k 2.1k 116.26
2023-09-30 $222k 2.1k 104.35
2023-06-30 $244k 2.2k 109.85
2023-03-31 $235k 2.2k 106.18
2022-12-31 $268k 2.5k 105.34
2022-09-30 $244k 2.5k 96.07
2022-06-30 $273k 2.7k 101.59
2022-03-31 $302k 2.5k 119.65
2021-12-31 $224k 1.8k 122.45
2021-09-30 $207k 1.8k 113.28
2021-03-31 $214k 2.0k 109.32
2020-12-31 $223k 2.3k 97.04
2019-12-31 $214k 2.3k 94.61
2019-09-30 $203k 2.3k 89.78
2019-06-30 $201k 2.3k 88.98
2019-03-31 $231k 2.7k 86.94
2018-12-31 $208k 2.7k 76.19

More positions owned by Private Portfolio Partners

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Wisdomtree Tr Us Smallcap Divd (DES)

View all positions for Private Portfolio 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