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iShares Russell Midcap Value Index shares owned by Capital Analysts

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

Historical chart of Capital Analysts 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 Analysts 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 Analysts

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 8.3k 125.30
2023-12-31 $934k 8.0k 116.28
2023-09-30 $954k 9.1k 104.32
2023-06-30 $898k 8.2k 109.85
2023-03-31 $769k 7.2k 106.22
2022-12-31 $770k 7.3k 105.36
2022-09-30 $580k 6.0k 95.98
2022-06-30 $579k 5.7k 101.61
2022-03-31 $807k 6.7k 119.59
2021-12-31 $809k 6.6k 122.33
2021-09-30 $711k 6.3k 113.25
2021-06-30 $713k 6.2k 115.00
2021-03-31 $601k 5.5k 109.31
2020-12-31 $249k 2.6k 97.08
2020-09-30 $154k 1.9k 80.92
2020-06-30 $128k 1.7k 76.51
2020-03-31 $445k 6.9k 64.09
2019-12-31 $717k 7.6k 94.77
2019-09-30 $662k 7.4k 89.67
2019-06-30 $658k 7.4k 89.12
2019-03-31 $641k 7.4k 86.82
2018-12-31 $579k 7.6k 76.36
2018-09-30 $667k 7.4k 90.27
2018-06-30 $639k 7.2k 88.49
2018-03-31 $605k 7.0k 86.48
2017-12-31 $566k 6.3k 89.20
2017-09-30 $539k 6.3k 84.95
2017-06-30 $532k 6.3k 84.09
2017-03-31 $525k 6.3k 82.99
2016-12-31 $481k 6.0k 80.50
2016-09-30 $460k 6.0k 76.77
2016-06-30 $486k 6.5k 74.29
2016-03-31 $459k 6.5k 70.93
2015-12-31 $422k 6.2k 68.66
2015-09-30 $397k 5.9k 67.09
2015-06-30 $276k 3.7k 73.76
2015-03-31 $267k 3.6k 75.26
2014-12-31 $193k 2.6k 73.76
2014-09-30 $105k 1.5k 70.00
2014-06-30 $109k 1.5k 72.61
2014-03-31 $69k 1.0k 68.73
2013-12-31 $39k 600 65.71

More positions owned by Capital Analysts

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Fidelitymerrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdrsertr Portfolio S&p600 (SPSM)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchtrdslfidx Rusl 1000 Dynm (OMFL)
Apple (AAPL)
Ssgaactive Etf Tr Mult Ass Rlrtn (RLY)

View all positions for Capital Analysts

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Tiaa Trust, National Association
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
Pnc Financial Services
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index