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iShares Russell Midcap Value Index shares owned by Investment Partners

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

Historical chart of Investment Partners 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 Investment Partners 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 Investment Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.4M 38k 139.67
2025-06-30 $5.0M 38k 132.14
2025-03-31 $4.3M 34k 125.97
2024-12-31 $4.6M 36k 129.34
2024-09-30 $4.5M 34k 132.25
2024-03-31 $4.6M 36k 125.33
2023-12-31 $4.2M 36k 116.29
2023-09-30 $3.7M 36k 104.34
2023-06-30 $3.7M 34k 109.84
2023-03-31 $3.6M 34k 106.20
2022-12-31 $3.5M 33k 105.34
2022-09-30 $3.4M 36k 96.04
2022-06-30 $3.1M 31k 101.56
2022-03-31 $3.8M 32k 119.64
2021-12-31 $3.7M 30k 122.39
2021-09-30 $3.3M 29k 113.25
2021-06-30 $3.2M 28k 114.97
2021-03-31 $2.7M 25k 109.28
2020-12-31 $2.2M 23k 96.94
2020-09-30 $1.8M 22k 80.85
2020-06-30 $2.7M 35k 76.54
2020-03-31 $2.2M 35k 64.09
2019-12-31 $3.3M 35k 94.78
2019-09-30 $3.1M 35k 89.70
2019-06-30 $3.1M 35k 89.13
2019-03-31 $3.1M 36k 86.87
2018-12-31 $2.5M 33k 76.35
2018-09-30 $90k 33k 2.72
2018-06-30 $2.9M 33k 88.50
2018-03-31 $2.8M 32k 86.43
2017-12-31 $2.4M 27k 89.14
2017-09-30 $2.3M 27k 84.92
2017-06-30 $2.3M 27k 84.07
2017-03-31 $2.2M 26k 82.98
2016-12-31 $2.1M 26k 80.42
2016-09-30 $2.0M 26k 76.79
2016-06-30 $1.9M 25k 74.31
2016-03-31 $1.6M 24k 68.64
2015-12-31 $1.6M 23k 68.76
2015-09-30 $1.5M 23k 67.12
2015-06-30 $1.6M 22k 73.60
2015-03-31 $1.7M 22k 75.29
2014-12-31 $1.6M 22k 73.63

More positions owned by Investment Partners

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Rus Md Cp Gr Etf (IWP)
JPMorgan Chase & Co. (JPM)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Mdcp Val Etf (IWS)

View all positions for Investment Partners

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