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iShares Russell Midcap Value Index shares owned by American Trust

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

Historical chart of American 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 American Trust 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 American Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 10k 139.67
2025-06-30 $1.5M 11k 132.14
2025-03-31 $532k 4.2k 125.97
2024-12-31 $1.4M 11k 129.34
2024-06-30 $241k 2.0k 120.74
2023-06-30 $323k 2.9k 109.84
2022-03-31 $309k 2.6k 119.43
2021-12-31 $236k 1.9k 122.28

More positions owned by American Trust

Vanguard S&p 500 Equities (VOO)
Vanguard Intermed Term Bond Etf Equities (BIV)
Jpmorgan Active Growth Etf Equities (JGRO)
Ishares Core Dividend Growth Equities (DGRO)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Small Cap Etf Equities (VB)
Vanguard Growth Etf Equities (VUG)
Vanguard Mid Cap Index Etf Equities (VO)
Invesco Qqq Trust Equities (QQQ)
Vanguard Ftse Developed Markets Equities (VEA)
Jp Morgan Ultra Short Income Et Equities (JPST)
Jpmorgan Municipal Etf Equities (JMUB)
Microsoft Equities (MSFT)
Apple Equities (AAPL)
Jp Morgan Chase Equities (JPM)

View all positions for American Trust

Top funds holding iShares Russell Midcap Value Index

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Commerce Bank N A
FMR
UBS Group
Betterment
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View all funds holding iShares Russell Midcap Value Index