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iShares Russell Midcap Value Index shares owned by Truepoint

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

Historical chart of Truepoint 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 Truepoint 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 Truepoint

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 9.6k 125.33
2023-12-31 $849k 7.3k 116.28
2023-09-30 $767k 7.4k 104.34
2023-06-30 $818k 7.4k 109.84
2023-03-31 $779k 7.3k 106.20
2022-12-31 $773k 7.3k 105.34
2022-09-30 $506k 5.3k 96.02
2022-06-30 $535k 5.3k 101.52
2022-03-31 $634k 5.3k 119.65
2021-12-31 $649k 5.3k 122.48
2021-09-30 $600k 5.3k 113.23
2021-06-30 $659k 5.7k 115.05
2021-03-31 $624k 5.7k 109.32
2020-12-31 $658k 6.8k 97.02
2019-12-31 $643k 6.8k 94.81
2019-09-30 $608k 6.8k 89.65
2019-06-30 $604k 6.8k 89.06
2019-03-31 $589k 6.8k 86.85
2018-12-31 $518k 6.8k 76.38
2018-09-30 $612k 6.8k 90.24
2018-06-30 $600k 6.8k 88.47
2018-03-31 $6.8k 586 11.57
2017-12-31 $605k 6.8k 89.21
2017-09-30 $579k 579k 1.00
2017-06-30 $567k 6.7k 84.48
2017-03-31 $554k 6.7k 83.03
2016-12-31 $547k 6.7k 81.98
2016-09-30 $512k 6.7k 76.74
2016-06-30 $496k 6.7k 74.34
2016-03-31 $473k 6.7k 70.89
2015-12-31 $474k 6.9k 68.72
2015-09-30 $388k 5.8k 67.04
2015-06-30 $427k 5.8k 73.77
2015-03-31 $765k 10k 75.25
2014-12-31 $392k 5.3k 73.81
2014-09-30 $372k 5.3k 70.04
2014-06-30 $413k 5.7k 72.63
2014-03-31 $350k 5.1k 68.79
2013-12-31 $348k 5.3k 65.71
2013-09-30 $1.2M 20k 60.92

More positions owned by Truepoint

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

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