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iShares Russell Midcap Value Index shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $36M 304k 119.86
2023-12-31 $35M 305k 113.86
2023-09-30 $31M 309k 99.22
2023-06-30 $35M 308k 113.05
2023-03-31 $33M 314k 106.21
2022-12-31 $35M 308k 114.94
2022-09-30 $32M 303k 104.71
2022-06-30 $33M 298k 110.37
2022-03-31 $32M 294k 108.92
2021-12-31 $34M 294k 116.31
2021-09-30 $34M 282k 121.83
2021-06-30 $32M 281k 114.93
2021-03-31 $32M 277k 114.54
2020-12-31 $28M 275k 100.70
2020-09-30 $25M 287k 85.23
2020-06-30 $23M 286k 79.96
2020-03-31 $20M 290k 70.34
2019-12-31 $32M 329k 96.32
2019-09-30 $30M 327k 90.23
2019-06-30 $29M 325k 89.13
2019-03-31 $29M 321k 88.74
2018-12-31 $25M 309k 80.29
2018-09-30 $26M 312k 81.97
2018-06-30 $27M 299k 88.49
2018-03-31 $26M 296k 86.43
2017-12-31 $25M 276k 89.15
2017-09-30 $22M 255k 84.93
2017-06-30 $7.8M 93k 84.07
2017-03-31 $16M 189k 82.99
2016-12-31 $10M 128k 80.43
2016-09-30 $8.4M 109k 76.77
2016-06-30 $7.4M 99k 74.29
2016-03-31 $6.7M 95k 70.93
2015-12-31 $4.8M 70k 68.66
2015-09-30 $4.2M 63k 67.09
2015-06-30 $4.4M 60k 73.76
2015-03-31 $4.0M 55k 73.76
2014-12-31 $2.8M 38k 73.76

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

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