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iShares Russell Midcap Value Index shares owned by Aspiriant

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

Historical chart of Aspiriant 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 Aspiriant 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 Aspiriant

Quarter filed Position value Share count Share price at filing
2025-09-30 $341k 2.4k 139.67
2025-06-30 $654k 5.0k 132.14
2025-03-31 $310k 2.5k 125.97
2024-12-31 $318k 2.5k 129.34
2024-09-30 $229k 1.7k 132.25
2024-06-30 $209k 1.7k 120.74
2024-03-31 $217k 1.7k 125.33
2023-12-31 $201k 1.7k 116.29

More positions owned by Aspiriant

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)

View all positions for Aspiriant

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Wells Fargo & Company
Tiaa Trust, National Association
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