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iShares Russell Midcap Value Index shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $39M 298k 132.25
2024-06-30 $39M 320k 120.74
2024-03-31 $37M 294k 125.33
2023-12-31 $37M 322k 116.29
2023-09-30 $46M 379k 122.23
2023-06-30 $2.9M 27k 109.84
2023-03-31 $2.7M 25k 106.20
2022-12-31 $2.7M 26k 105.34

More positions owned by CI Private Wealth

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Costco Wholesale Corporation (COST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for CI Private Wealth

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