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iShares Russell Midcap Value Index shares owned by Sacks & Associates

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

Historical chart of Sacks & Associates 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 Sacks & Associates 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 Sacks & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 6.5k 167.08
2026-03-31 $947k 6.5k 145.74
2025-12-31 $917k 6.5k 141.05

More positions owned by Sacks & Associates

Ishares Tr S&p 500 Val Etf (IVE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr St Str Stapl Etf (XLP)
Spdr Series Trust St Str Blo 1 Etf (BIL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr Series Trust St Str Sp400val (MDYV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Alphabet Cap Stk Cl A (GOOGL)
Moody's Corporation (MCO)
Spdr Series Trust ST STR SP400GRW (MDYG)

View all positions for Sacks & Associates

Top funds holding iShares Russell Midcap Value Index

Morgan Stanley
Jones Financial Companies, L.L
Wells Fargo & Company
Bank of America Corporation
Envestnet Portfolio Solutions
Tiaa-cref Individual & Institutional Services
First Citizens Bank & Trust
Royal Bank of Canada
Commerce Bank N A
FMR
Commonwealth Equity Services
UBS Group
Betterment
Pnc Financial Services
LPL Financial

View all funds holding iShares Russell Midcap Value Index