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iShares Russell Midcap Value Index shares owned by Patriot Investment Management

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

Historical chart of Patriot Investment Management 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 Patriot Investment Management 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 Patriot Investment Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $290k 2.3k 125.33
2023-12-31 $269k 2.3k 116.29
2022-12-31 $171k 1.5k 112.97
2022-03-31 $241k 2.0k 119.54
2021-12-31 $206k 1.7k 121.82
2020-06-30 $129k 1.7k 76.53

More positions owned by Patriot Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Utilities Etf (VPU)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Patriot Investment Management

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index