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iShares Russell Midcap Value Index shares owned by Saxon Interests

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

Historical chart of Saxon Interests 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 Saxon Interests 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 Saxon Interests

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 8.7k 125.32
2023-12-31 $1.0M 8.8k 116.29
2023-06-30 $520k 4.7k 109.85
2023-03-31 $1.1M 10k 106.20
2022-12-31 $2.3M 21k 108.42
2022-09-30 $1.5M 15k 101.68
2022-06-30 $1.9M 19k 101.55
2022-03-31 $2.7M 22k 119.63
2021-12-31 $4.9M 40k 122.69

More positions owned by Saxon Interests

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Msci Jpn Etf New (EWJ)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Chevron Corporation (CVX)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Saxon Interests

Top funds holding iShares Russell Midcap Value Index

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