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iShares Russell Midcap Value Index shares owned by Smith Capital Management

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

Historical chart of Smith Capital Management 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 Smith Capital Management 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 Smith Capital Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $948k 12k 80.87
2020-06-30 $927k 12k 76.56
2020-03-31 $991k 16k 64.09
2019-12-31 $1.5M 16k 94.74
2019-09-30 $1.4M 16k 89.70
2019-06-30 $1.4M 16k 89.12
2019-03-31 $1.5M 17k 86.85
2018-12-31 $1.0M 13k 76.35

More positions owned by Smith Capital Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares U S Etf Tr Sht Mat Bd Etf (NEAR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Apple (AAPL)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Cable One (CABO)

View all positions for Smith Capital Management

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Morgan Stanley
Bank of America Corporation
Us Bancorp
Envestnet Portfolio Solutions
Wells Fargo & Company
First Citizens Bank & Trust
Royal Bank of Canada
Commerce Bank N A
Commonwealth Equity Services
FMR
Betterment
UBS Group
Pnc Financial Services
ZB

View all funds holding iShares Russell Midcap Value Index