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iShares Russell Midcap Value Index shares owned by Naviter Wealth

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

Historical chart of Naviter Wealth 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 Naviter Wealth 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 Naviter Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 11k 139.67
2025-06-30 $1.5M 11k 132.14
2025-03-31 $1.4M 11k 125.11
2024-12-31 $1.5M 11k 129.34

More positions owned by Naviter Wealth

Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr Msci Acwi Etf (ACWI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
Amazon (AMZN)
Tesla Motors (TSLA)
Ares Capital Corporation (ARCC)
Meta Platforms Cl A (META)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)

View all positions for Naviter Wealth

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