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iShares Russell Midcap Index Fund shares owned by Relative Value Partners

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Relative Value Partners from 13F filings

Historical chart of Relative Value Partners investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by Relative Value Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Index Fund by Relative Value Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $369k 4.7k 77.72
2023-09-30 $327k 4.7k 69.25
2023-06-30 $345k 4.7k 73.03
2023-03-31 $330k 4.7k 69.93
2022-12-31 $318k 4.7k 67.45
2022-09-30 $346k 5.6k 62.07
2022-03-31 $249k 3.2k 77.89

More positions owned by Relative Value Partners

Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Mtg Bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Intr Trm Treas (VGIT)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Ftse Rafi 1000 (PRF)
Ishares Tr Barclays 7 10 Yr (IEF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Portf Short (SPSB)
Janus Detroit Str Tr Hendrsn Aaa Cl (JAAA)
Dimensional Etf Trust Intnl Value (DFIV)

View all positions for Relative Value Partners

Top funds holding iShares Russell Midcap Index Fund

Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Pnc Financial Services
Bank of New York Mellon
Baird Financial
Jpmorgan Chase & Co
Tiaa Trust, National Association
UBS Group
Amg National Trust Bank
Envestnet Portfolio Solutions
Branch Banking & Trust Company
Goldman Sachs Group
Royal Bank of Canada
Fifth Third Bancorp

View all funds holding iShares Russell Midcap Index Fund