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iShares Russell Midcap Value Index shares owned by Westwood Holdings

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

Historical chart of Westwood Holdings 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 Westwood Holdings 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 Westwood Holdings

Quarter filed Position value Share count Share price at filing
2025-12-31 $334k 2.4k 141.05
2022-12-31 $262k 2.5k 105.22
2021-12-31 $970k 7.9k 122.35
2019-12-31 $130k 1.4k 94.68
2019-09-30 $21k 235 89.36

More positions owned by Westwood Holdings

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Williams Companies (WMB)
Kinder Morgan (KMI)
Cheniere Energy Com New (LNG)
Targa Res Corp (TRGP)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Dt Midstream Common Stock (DTM)
Oneok (OKE)
Enbridge (ENB)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Tc Energy Corp (TRP)
Verra Mobility Corp Cl A Com Stk (VRRM)

View all positions for Westwood Holdings

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