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iShares Russell Midcap Value Index shares owned by Avalon Trust

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

Historical chart of Avalon 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 Avalon 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 Avalon Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $85k 600 141.05
2025-09-30 $84k 600 139.67
2025-06-30 $161k 1.2k 132.18

More positions owned by Avalon Trust

NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Visa Com Cl A (V)
Quanta Services (PWR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Solar (FSLR)
Bloom Energy Corp Com Cl A (BE)
Lowe's Companies (LOW)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Progressive Corporation (PGR)

View all positions for Avalon Trust

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
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
Ameriprise Financial

View all funds holding iShares Russell Midcap Value Index