Wellington Management Company »

iShares Russell Midcap Value Index shares owned by Wellington Management Company

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

Historical chart of Wellington Management Company 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 Wellington Management Company 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 Wellington Management Company

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.3M 59k 141.05
2025-03-31 $22M 176k 125.97
2021-06-30 $5.1M 44k 114.98