Trust »

iShares Russell Midcap Value Index shares owned by Trust

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

Historical chart of Trust 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 Trust 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 Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $90k 717 125.33
2023-12-31 $83k 717 116.29
2023-09-30 $75k 717 104.34
2023-06-30 $79k 717 109.84
2023-03-31 $81k 764 106.20
2022-12-31 $80k 764 104.71
2022-09-30 $73k 764 95.55
2022-06-30 $78k 764 102.09
2022-03-31 $91k 764 119.11
2021-12-31 $93k 764 121.73
2021-09-30 $81k 717 112.97
2021-06-30 $82k 717 114.37
2021-03-31 $78k 717 108.79
2020-12-31 $77k 799 96.37
2020-09-30 $65k 799 81.35
2020-06-30 $61k 799 76.35
2020-03-31 $65k 1.0k 63.79
2019-12-31 $97k 1.0k 95.19
2019-09-30 $91k 1.0k 89.30
2019-06-30 $91k 1.0k 89.30
2019-03-31 $116k 1.3k 86.63
2018-12-31 $72k 937 76.84
2018-09-30 $85k 937 90.72
2018-06-30 $83k 937 88.58
2018-03-31 $81k 937 86.45
2017-12-31 $84k 937 89.65
2017-09-30 $80k 937 85.38
2017-06-30 $79k 937 84.31
2017-03-31 $78k 937 83.24
2016-12-31 $61k 757 80.58
2016-09-30 $30k 397 75.57

More positions owned by Trust

iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)
Vanguard Growth Index ETF Growth Etf (VUG)
Vanguard Value Index ETF Value Etf (VTV)
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)
Schwab Fundamental Intl Large Co ETF Schwb Fdt Int Lg (FNDF)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
iShares MSCI Emerging Markets Index ETF Msci Emg Mkt Etf (EEM)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)

View all positions for Trust

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
ZB
Victory Capital Management
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index