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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
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 Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack 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 Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Capital Analysts

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index