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iShares Russell Midcap Value Index shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$506M	3.8M	132.25
2024-06-30	$501M	4.1M	120.74
2024-03-31	$507M	4.0M	125.33
2023-12-31	$364M	3.1M	116.29

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

Victory Capital Management

LPL Financial

View all funds holding iShares Russell Midcap Value Index

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iShares Russell Midcap Value Index shares owned by Envestnet Portfolio Solutions

Historical chart of Envestnet Portfolio Solutions investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

Quarterly reported holdings in iShares Russell Midcap Value Index by Envestnet Portfolio Solutions

More positions owned by Envestnet Portfolio Solutions

Top funds holding iShares Russell Midcap Value Index