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iShares Russell Midcap Value Index shares owned by Clark Capital Management Group

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

Historical chart of Clark Capital Management Group 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 Clark Capital Management Group 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 Clark Capital Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 1.6k 139.67
2025-03-31 $208k 1.7k 125.97
2024-12-31 $244k 1.9k 129.34
2023-06-30 $298k 2.7k 109.84
2022-12-31 $201k 1.9k 105.34
2016-12-31 $216k 2.7k 80.39
2016-09-30 $5.3M 69k 76.70
2016-06-30 $50M 666k 74.29
2014-09-30 $239k 3.4k 70.07
2014-06-30 $52M 717k 72.61
2014-03-31 $18M 265k 68.73
2013-12-31 $536k 8.2k 65.72
2013-09-30 $497k 8.2k 60.94
2013-06-30 $624k 11k 57.97
2013-03-31 $46M 807k 57.00
2012-12-31 $51M 1.0M 50.24
2011-12-31 $31M 709k 43.40
2011-06-30 $209k 4.4k 47.83
2011-03-31 $104M 2.2M 48.16