iShares Russell Midcap Value Index shares owned by Nvest Financial
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Nvest Financial
from 13F filings
Historical chart of Nvest Financial 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 Nvest Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell Midcap Value Index by Nvest Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 11k | 139.66 |
| 2025-06-30 | $946k | 7.2k | 132.14 |
| 2025-03-31 | $329k | 2.6k | 125.95 |
| 2024-12-31 | $335k | 2.6k | 129.34 |
| 2024-09-30 | $297k | 2.2k | 132.28 |
| 2024-06-30 | $286k | 2.4k | 120.73 |
| 2024-03-31 | $299k | 2.4k | 125.35 |
| 2023-12-31 | $248k | 2.1k | 116.29 |
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