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iShares Russell Midcap Value Index shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.2M 54k 132.25
2024-06-30 $6.5M 54k 120.74
2024-03-31 $6.8M 54k 125.33
2023-12-31 $6.8M 58k 116.29
2023-09-30 $6.7M 64k 104.34
2023-06-30 $7.2M 64k 112.08
2023-03-31 $7.0M 66k 106.20
2022-12-31 $3.4M 68k 49.87
2022-09-30 $5.3M 55k 96.04
2022-06-30 $11M 110k 101.57
2022-03-31 $17M 141k 122.38
2021-12-31 $17M 141k 122.38
2021-09-30 $24M 208k 113.24
2021-06-30 $16M 142k 114.98
2021-03-31 $16M 146k 109.31
2020-12-31 $14M 148k 96.96
2020-09-30 $11M 138k 78.87
2020-06-30 $10M 136k 76.52
2020-03-31 $10M 156k 64.09
2019-12-31 $9.6M 101k 94.77
2019-09-30 $11M 117k 89.90
2019-06-30 $6.8M 76k 88.73
2019-03-31 $5.6M 64k 86.88
2018-12-31 $5.9M 74k 79.00
2018-09-30 $2.7M 29k 90.26
2018-06-30 $1.8M 20k 88.45
2018-03-31 $1.5M 17k 86.41
2017-12-31 $1.8M 20k 90.18
2017-09-30 $2.8M 32k 85.44
2017-06-30 $2.6M 31k 83.22
2017-03-31 $2.6M 56k 45.77
2016-12-31 $2.3M 28k 81.61
2016-09-30 $1.8M 24k 75.77
2016-06-30 $1.9M 26k 73.43
2016-03-31 $1.7M 24k 70.91
2015-12-31 $1.2M 18k 68.66
2015-09-30 $846k 13k 67.05
2015-06-30 $930k 13k 73.82
2015-03-31 $759k 10k 75.28
2014-12-31 $617k 8.4k 73.72
2014-09-30 $458k 6.5k 70.03
2014-06-30 $368k 5.1k 72.63
2014-03-31 $252k 3.7k 68.81
2013-12-31 $225k 3.4k 65.58

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Morgan Stanley
Tiaa Trust, National Association
Us Bancorp
Wells Fargo & Company
Envestnet Portfolio Solutions
Bank of America Corporation
Royal Bank of Canada
First Citizens Bank & Trust
Commerce Bank N A
Commonwealth Equity Services
Pnc Financial Services
ZB
Victory Capital Management
LPL Financial

View all funds holding iShares Russell Midcap Value Index