Univest National Bank and Trust »

iShares Russell Midcap Value Index shares owned by Univest National Bank and Trust

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Univest National Bank and Trust from 13F filings

Historical chart of Univest National Bank and Trust 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 Univest National Bank and Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Value Index by Univest National Bank and Trust

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.5M 12k 125.97
2024-12-31 $1.5M 12k 129.34

More positions owned by Univest National Bank and Trust

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Series Trust State Street Spd (SPAB)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Univrsl Usd (IUSB)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Spdr Series Trust State Street Spd (MDYG)
Nextera Energy (NEE)
Select Sector Spdr Tr State Street Ene (XLE)

View all positions for Univest National Bank and Trust

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
Commonwealth Equity Services
Commerce Bank N A
FMR
UBS Group
Betterment
Pnc Financial Services
LPL Financial
Ameriprise Financial

View all funds holding iShares Russell Midcap Value Index