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iShares Russell Midcap Value Index shares owned by Insight 2811

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Insight 2811 from 13F filings

Historical chart of Insight 2811 investment in iShares Russell Midcap Value Index

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All positions including iShares Russell Midcap Value Index held by Insight 2811 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 Insight 2811

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 15k 120.74
2024-03-31 $2.1M 17k 125.33
2023-12-31 $1.9M 17k 116.29
2023-09-30 $2.2M 21k 104.34
2023-06-30 $2.7M 24k 109.84
2023-03-31 $2.5M 23k 106.20
2022-12-31 $2.5M 24k 105.35
2022-09-30 $2.2M 23k 96.06
2022-06-30 $2.3M 23k 101.55
2022-03-31 $2.9M 24k 119.66
2021-12-31 $2.9M 24k 122.37
2021-09-30 $2.7M 24k 113.26
2021-06-30 $2.7M 24k 114.98
2021-03-31 $2.6M 24k 109.29
2020-12-31 $2.3M 23k 96.95
2020-09-30 $1.9M 23k 80.84
2020-06-30 $1.8M 23k 77.18
2020-03-31 $1.4M 22k 64.08
2019-12-31 $2.2M 23k 94.75
2019-09-30 $2.1M 23k 89.70
2019-06-30 $2.1M 23k 90.30
2019-03-31 $2.0M 23k 86.86
2018-12-31 $1.8M 23k 76.36
2018-09-30 $5.6M 62k 90.26
2018-06-30 $5.7M 65k 88.50
2018-03-31 $5.5M 63k 86.42
2017-12-31 $5.6M 63k 89.15
2017-09-30 $5.4M 64k 84.94
2017-06-30 $5.8M 68k 84.09
2017-03-31 $9.2M 110k 82.99
2016-12-31 $9.1M 113k 80.43
2016-09-30 $11M 146k 76.77
2016-06-30 $9.2M 124k 74.29
2016-03-31 $9.1M 129k 70.93
2015-12-31 $3.3M 48k 68.66
2015-09-30 $3.5M 52k 67.09
2015-06-30 $4.1M 55k 73.75
2015-03-31 $4.1M 55k 75.25
2014-12-31 $4.0M 54k 73.76
2014-09-30 $3.9M 56k 70.01
2014-06-30 $4.0M 55k 72.61
2014-03-31 $3.7M 54k 69.00
2013-12-31 $3.3M 50k 65.72
2013-09-30 $1.9M 31k 60.92
2013-06-30 $1.7M 29k 57.91

More positions owned by Insight 2811

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Apple (AAPL)
Ishares Tr Rus Mdcp Val Etf (IWS)

View all positions for Insight 2811

Top funds holding iShares Russell Midcap Value Index

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
ZB
Cassaday & Co Wealth Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index