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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
2024-03-31 $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)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Hershey Company (HSY)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Private Advisor

Top funds holding iShares Russell Midcap Value Index

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

View all funds holding iShares Russell Midcap Value Index