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iShares Russell Midcap Value Index shares owned by Fairman Group

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

Historical chart of Fairman 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 Fairman 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 Fairman Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $48k 342 139.50
2025-06-30 $45k 340 132.22
2025-03-31 $21k 164 128.80
2024-12-31 $21k 163 129.60
2024-09-30 $22k 163 131.92
2024-06-30 $20k 162 120.64
2024-03-31 $20k 161 125.60
2023-12-31 $19k 161 116.19

More positions owned by Fairman Group

Ishares Tr Core S&p500 Etf (IVV)
Accenture Plc Ireland Shs Class A (ACN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Veeva Sys Cl A Com (VEEV)
Essent (ESNT)
Ea Series Trust Strive 500 Etf (STRV)
W.R. Berkley Corporation (WRB)
Vanguard Index Fds Total Stk Mkt (VTI)
Blackrock Etf Trust Ii Ishares High Yie (HIMU)
Ishares Tr Core S&p Mcp Etf (IJH)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Fairman Group

Top funds holding iShares Russell Midcap Value Index

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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