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iShares Russell Midcap Value Index shares owned by New Age Alpha Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by New Age Alpha Advisors from 13F filings

Historical chart of New Age Alpha Advisors 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 New Age Alpha Advisors 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 New Age Alpha Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 22k 139.67
2025-06-30 $5.1M 39k 132.14
2025-03-31 $2.6M 21k 125.97

More positions owned by New Age Alpha Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Chubb (CB)
Welltower Inc Com reit (WELL)
Exxon Mobil Corporation (XOM)
Tesla Motors (TSLA)
Simon Property (SPG)

View all positions for New Age Alpha Advisors

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