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iShares Russell Midcap Value Index shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.9M 67k 132.25
2024-06-30 $7.4M 62k 120.74
2024-03-31 $7.1M 56k 125.34
2023-12-31 $5.7M 49k 116.29
2023-09-30 $3.8M 37k 104.34
2023-06-30 $4.7M 43k 109.84
2023-03-31 $5.4M 51k 106.20
2022-12-31 $6.1M 58k 105.34
2022-09-30 $4.9M 51k 96.06
2022-06-30 $4.4M 43k 101.56
2022-03-31 $3.5M 29k 119.64
2021-12-31 $2.9M 24k 122.38
2021-06-30 $2.2M 19k 114.99
2021-03-31 $2.2M 19k 114.99
2020-12-31 $2.2M 19k 114.99
2020-09-30 $2.2M 19k 114.99
2020-06-30 $2.2M 19k 114.99
2020-03-31 $286k 4.5k 64.00
2019-12-31 $2.2M 19k 114.99
2019-09-30 $2.2M 19k 114.99
2019-06-30 $344k 3.9k 89.05
2019-03-31 $269k 3.1k 86.75
2018-12-31 $184k 2.4k 76.44
2018-09-30 $194k 2.2k 90.11
2018-06-30 $64k 718 89.14
2018-03-31 $78k 907 86.00
2017-12-31 $81k 907 89.31
2017-09-30 $68k 800 85.00
2017-06-30 $54k 640 84.38
2017-03-31 $53k 640 82.81
2016-12-31 $122k 1.5k 80.53
2016-09-30 $271k 3.5k 76.77
2016-06-30 $113k 1.5k 74.59
2016-03-31 $113k 1.6k 70.67
2015-12-31 $115k 1.7k 68.49
2015-09-30 $84k 1.2k 67.31
2014-12-31 $435k 5.9k 73.78

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index