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iShares Russell Midcap Value Index shares owned by CoreCap Advisors

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

Historical chart of CoreCap Advisors 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 CoreCap Advisors 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 CoreCap Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 35k 139.67
2025-06-30 $4.5M 34k 132.14
2025-03-31 $4.3M 34k 125.97
2024-12-31 $3.2M 25k 129.34
2024-09-30 $6.7k 51 132.25
2024-03-31 $876 7 125.29
2022-12-31 $736 7 105.29
2022-06-30 $999 7 142.86
2021-12-31 $999 7 142.86

More positions owned by CoreCap Advisors

Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Total Bond Market Etf Etf (BND)
Technology Select Sector Spdr Fund Etf (XLK)
Vanguard S&p 500 Etf Etf (VOO)
Invesco Qqq Trust Series I Etf (QQQ)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Nvidia Corporation Stock (NVDA)
Goldman Sachs Marketbeta U.s. Equity Etf Etf (GSUS)
Apple Stock (AAPL)
Schwab U.s. Small-cap Etf Etf (SCHA)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard Growth Etf Etf (VUG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)

View all positions for CoreCap Advisors

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
Commonwealth Equity Services
Commerce Bank N A
FMR
UBS Group
Betterment
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell Midcap Value Index