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iShares Russell Midcap Value Index shares owned by Baltimore-Washington Financial Advisors

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

Historical chart of Baltimore-Washington Financial Advisors 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 Baltimore-Washington Financial Advisors 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 Baltimore-Washington Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $945k 7.5k 125.33
2023-12-31 $918k 7.9k 116.30
2023-09-30 $825k 7.9k 104.33
2023-06-30 $971k 8.8k 109.84
2023-03-31 $1.6M 15k 106.20
2022-12-31 $1.6M 16k 105.34
2022-09-30 $1.7M 18k 96.17
2022-06-30 $1.8M 18k 101.53
2022-03-31 $2.1M 19k 109.47
2021-12-31 $2.2k 903 2.45
2021-09-30 $2.2M 19k 113.23
2021-06-30 $2.2M 19k 114.98
2021-03-31 $2.1M 19k 109.26
2020-12-31 $1.9M 20k 96.91
2020-09-30 $1.7M 21k 80.82
2020-06-30 $1.7M 21k 77.78
2020-03-31 $1.4M 22k 64.08
2019-12-31 $2.2M 23k 94.75
2019-09-30 $1.8M 21k 89.67
2019-06-30 $1.9M 21k 89.14
2019-03-31 $1.8M 21k 86.82
2018-12-31 $1.7M 22k 76.35
2018-09-30 $2.0M 22k 90.22
2018-06-30 $1.9M 21k 88.45
2018-03-31 $1.9M 22k 86.42
2017-12-31 $1.8M 20k 89.14
2017-09-30 $1.9M 22k 84.91
2017-06-30 $1.6M 19k 84.11
2017-03-31 $1.4M 17k 82.98
2016-12-31 $938 12k 0.08
2016-09-30 $720k 9.4k 76.73
2016-06-30 $610k 8.2k 74.18
2016-03-31 $561k 7.9k 70.90
2015-12-31 $513k 7.5k 68.66
2015-09-30 $685k 10k 67.05
2015-06-30 $751k 10k 73.76
2015-03-31 $796k 11k 75.26
2014-12-31 $771k 11k 73.77
2014-09-30 $480k 6.9k 69.98
2014-06-30 $448k 6.2k 72.68
2014-03-31 $352k 5.1k 68.73
2013-12-31 $240k 3.6k 65.77

More positions owned by Baltimore-Washington Financial Advisors

Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)

View all positions for Baltimore-Washington Financial Advisors

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Us Bancorp
Envestnet Portfolio Solutions
Wells Fargo & Company
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
ZB
Victory Capital Management
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index