Legacy Investment Solutions »

iShares Russell Midcap Value Index shares owned by Legacy Investment Solutions

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

Historical chart of Legacy Investment Solutions 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 Legacy Investment Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Value Index by Legacy Investment Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $33k 249 132.14
2024-12-31 $33k 249 132.87
2024-09-30 $34k 249 136.19

More positions owned by Legacy Investment Solutions

Biosig Technologies (STEX)
NeoVo (NEOV)
Proshares Tr Bitcoin Etf (BITO)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Volatility Shs Tr 2x Ether Etf New (ETHU)
Ishares Tr Ultra Short Dur (ICSH)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Eagle Pt Cr (ECC)
Uscf Etf Tr Gold Strategy (USG)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Microstrategy Cl A New (MSTR)

View all positions for Legacy Investment Solutions

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