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iShares Russell Midcap Value Index shares owned by AlTi Global

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

Historical chart of AlTi Global 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 AlTi Global 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 AlTi Global

Quarter filed Position value Share count Share price at filing
2025-06-30 $277k 2.1k 132.11
2025-03-31 $279k 2.2k 125.95
2024-12-31 $286k 2.2k 129.34
2024-09-30 $431k 3.3k 132.25
2024-06-30 $394k 3.3k 120.74
2024-03-31 $409k 3.3k 125.33
2023-12-31 $379k 3.3k 116.29

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Ishares Gold Tr Ishares New (IAU)
First Tr Exchange-traded No Amer Energy (EMLP)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 0-5 Yr Tips Etf (STIP)

View all positions for AlTi Global

Top funds holding iShares Russell Midcap Value Index

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Envestnet Portfolio Solutions
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
Commonwealth Equity Services
Commerce Bank N A
FMR
UBS Group
Betterment
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell Midcap Value Index