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iShares Russell Midcap Value Index shares owned by National Philanthropic Trust

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

Historical chart of National Philanthropic Trust 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 National Philanthropic Trust 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 National Philanthropic Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 8.5k 145.74
2025-12-31 $1.2M 8.5k 141.05
2025-09-30 $1.3M 9.5k 139.67
2025-06-30 $1.3M 9.5k 132.14
2025-03-31 $1.2M 9.5k 125.97
2024-12-31 $1.2M 9.5k 129.34
2024-09-30 $1.3M 9.5k 132.25
2024-06-30 $1.1M 9.5k 120.74
2024-03-31 $1.2M 9.5k 125.33
2023-12-31 $1.1M 9.5k 116.29