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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

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Quarterly reported holdings in iShares Russell Midcap Value Index by Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $228k 1.8k 125.33
2023-12-31 $211k 1.8k 116.29
2023-03-31 $208k 2.0k 106.20

More positions owned by Capital Advisors

Pepsi (PEP)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
Williams Companies (WMB)
Accenture Plc Ireland Shs Class A (ACN)
Exxon Mobil Corporation (XOM)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds 27 Etf (IBDS)
Applied Materials (AMAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Capital 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