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iShares Russell Midcap Value Index shares owned by Taylor, Cottrill, Erickson & Associates

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

Historical chart of Taylor, Cottrill, Erickson & Associates investment in iShares Russell Midcap Value Index

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All positions including iShares Russell Midcap Value Index held by Taylor, Cottrill, Erickson & 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 Taylor, Cottrill, Erickson & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 20k 125.33
2023-12-31 $2.3M 20k 116.29
2023-09-30 $2.1M 20k 104.34
2023-06-30 $2.2M 20k 109.84
2023-03-31 $2.3M 22k 106.20
2022-12-31 $2.3M 22k 105.36
2022-09-30 $2.1M 22k 96.06
2022-06-30 $2.2M 22k 101.56
2022-03-31 $2.6M 22k 119.65
2021-12-31 $2.7M 22k 122.37
2021-09-30 $2.5M 22k 113.27
2021-06-30 $2.6M 23k 115.00
2021-03-31 $2.5M 23k 109.32
2020-12-31 $2.2M 23k 96.97
2020-09-30 $1.9M 23k 80.83
2020-06-30 $1.9M 24k 76.55
2020-03-31 $1.4M 22k 64.10
2019-12-31 $2.1M 22k 94.76
2019-09-30 $2.0M 22k 89.71
2019-06-30 $2.0M 22k 89.13
2019-03-31 $2.0M 23k 86.86
2018-12-31 $1.9M 25k 76.36
2018-09-30 $2.3M 25k 90.26
2018-06-30 $2.2M 25k 88.49
2018-03-31 $2.2M 25k 86.41
2017-12-31 $2.2M 25k 89.14
2017-09-30 $2.1M 25k 84.93
2017-06-30 $2.1M 25k 84.07
2017-03-31 $2.1M 25k 82.99
2016-12-31 $1.9M 23k 80.45
2016-09-30 $1.8M 24k 76.76
2016-06-30 $1.9M 26k 74.30
2014-03-31 $2.1M 30k 70.94

More positions owned by Taylor, Cottrill, Erickson & Associates

Berkshire Hathaway Cl B Class B (BRK.B)
iShares Tr Russell 1000 Growth Common (IWF)
Vanguard Small Cap Common (VB)
Vanguard Growth Common (VUG)
Vanguard Div Appreciation Common (VIG)
Schwab US Div Equity Etf Common (SCHD)
Vanguard Value Common (VTV)
Vanguard Mid Cap Common (VO)
Vanguard FTSE Developed Mkts Common (VEA)
1/100 Berkshire Htwy Cla Class A
iShares Russell Midcap Growth Common (IWP)
Vanguard Corp Bond Short Term Common (VCSH)
Vanguard Sh-Term Inf Common (VTIP)
Vanguard Small Cap Value Common (VBR)
iShares Tr Msci Eafe Common (EFA)

View all positions for Taylor, Cottrill, Erickson & Associates

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Us Bancorp
Envestnet Portfolio Solutions
Wells Fargo & Company
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