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iShares Russell Midcap Value Index shares owned by Stephens

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

Historical chart of Stephens investment in iShares Russell Midcap Value Index

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All positions including iShares Russell Midcap Value Index held by Stephens 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 Stephens

Quarter filed Position value Share count Share price at filing
2023-09-30 $71M 677k 104.34
2023-06-30 $76M 693k 109.84
2023-03-31 $71M 672k 106.20
2022-12-31 $87M 822k 105.34
2022-09-30 $78M 816k 96.05
2022-06-30 $84M 825k 101.57
2022-03-31 $103M 862k 119.64
2021-12-31 $106M 865k 122.38
2021-09-30 $101M 893k 113.25
2021-06-30 $103M 891k 114.98
2021-03-31 $103M 938k 109.30
2020-12-31 $91M 936k 96.96
2020-09-30 $99M 1.2M 80.84
2020-06-30 $97M 1.3M 76.53
2020-03-31 $81M 1.3M 64.09
2019-12-31 $114M 1.2M 94.77
2019-09-30 $113M 1.3M 89.70
2019-06-30 $113M 1.3M 89.13
2019-03-31 $107M 1.2M 86.86
2018-12-31 $95M 1.2M 76.35
2018-09-30 $108M 1.2M 90.26
2018-06-30 $106M 1.2M 88.49
2018-03-31 $100M 1.2M 86.43
2017-12-31 $97M 1.1M 89.15
2017-09-30 $155M 1.8M 84.93
2017-06-30 $154M 1.8M 84.09
2017-03-31 $138M 1.7M 82.99
2016-12-31 $129M 1.6M 80.43
2016-09-30 $122M 1.6M 76.77
2016-06-30 $122M 1.6M 74.29
2016-03-31 $119M 1.7M 70.93
2015-12-31 $127M 1.9M 68.66
2015-09-30 $125M 1.9M 67.09
2015-06-30 $136M 1.8M 73.76
2015-03-31 $136M 1.8M 75.26
2014-12-31 $137M 1.9M 73.76
2014-09-30 $130M 1.9M 70.00
2014-06-30 $139M 1.9M 72.61
2014-03-31 $131M 1.9M 68.73
2013-12-31 $120M 1.8M 65.71
2013-09-30 $103M 1.7M 60.91
2013-06-30 $106M 1.8M 57.92

More positions owned by Stephens

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Wal-Mart Stores (WMT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Eafe Etf (EFA)
Amazon (AMZN)
Kura Sushi Usa Cl A Com (KRUS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Stephens

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