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iShares Russell Midcap Value Index shares owned by Keel Point

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

Historical chart of Keel Point 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 Keel Point 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 Keel Point

Quarter filed Position value Share count Share price at filing
2024-06-30 $282k 2.3k 124.20
2024-03-31 $319k 2.5k 125.33
2023-12-31 $348k 3.0k 116.29
2023-09-30 $685k 6.6k 104.34
2023-06-30 $737k 6.7k 109.84
2022-09-30 $374k 3.9k 96.00

More positions owned by Keel Point

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Netflix (NFLX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Keel Point

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
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index