iShares Russell Midcap Value Index shares owned by Capital Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital 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 Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell Midcap Value Index by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $230k | 1.4k | 164.60 |
| 2024-06-30 | $220k | 1.8k | 120.74 |
| 2024-03-31 | $228k | 1.8k | 125.33 |
| 2023-12-31 | $211k | 1.8k | 116.29 |
| 2023-03-31 | $208k | 2.0k | 106.20 |
Top funds holding iShares Russell Midcap Value Index
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