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iShares Russell Midcap Value Index shares owned by Investment Research & Advisory Group

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

Historical chart of Investment Research & Advisory 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 Investment Research & Advisory 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 Investment Research & Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.1k 55 164.60

More positions owned by Investment Research & Advisory Group

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Apple (AAPL)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord N Y Registery Shs (ASML)
Mastercard Inc Class Class A Cl A (MA)
Visa Inc Class A Com Cl A (V)
Charles Schwab Corporation (SCHW)
General Electric (GE)
Meta Platforms Inc Class A Cl A (META)
BlackRock

View all positions for Investment Research & Advisory Group

Top funds holding iShares Russell Midcap Value Index

Morgan Stanley
Jones Financial Companies, L.L
Wells Fargo & Company
Bank of America Corporation
Envestnet Portfolio Solutions
Tiaa-cref Individual & Institutional Services
First Citizens Bank & Trust
Royal Bank of Canada
Commerce Bank N A
FMR
Commonwealth Equity Services
UBS Group
Betterment
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell Midcap Value Index