Midwest Trust »

iShares Russell 2000 Value Index shares owned by Midwest Trust

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Midwest Trust from 13F filings

Historical chart of Midwest Trust investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Midwest 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 2000 Value Index by Midwest Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 17k 176.81
2025-06-30 $2.7M 17k 157.76

More positions owned by Midwest Trust

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Eetf (VO)
Amazon (AMZN)
Alphabet Inc Class A cs (GOOGL)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Fetf (GVI)
Abbvie (ABBV)
Facebook Inc cl a (META)
Berkshire Hathaway (BRK.B)
Dimensional Etf Trust Eetf (DFAS)
Vanguard Tax-managed Fds Ietf (VEA)
Wal-Mart Stores (WMT)

View all positions for Midwest Trust

Top funds holding iShares Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index