iShares Russell Midcap Value Index shares owned by Whittier Trust
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier 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 Whittier Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell Midcap Value Index by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.8M | 19k | 146.24 |
| 2025-09-30 | $2.3M | 17k | 140.93 |
| 2025-06-30 | $2.4M | 18k | 132.14 |
| 2025-03-31 | $2.3M | 18k | 125.97 |
| 2024-12-31 | $2.3M | 18k | 129.34 |
| 2024-09-30 | $2.4M | 18k | 132.25 |
| 2024-06-30 | $2.2M | 18k | 120.74 |
| 2024-03-31 | $2.3M | 18k | 125.33 |
| 2023-12-31 | $2.2M | 19k | 116.29 |
| 2023-09-30 | $2.0M | 19k | 104.34 |
| 2023-06-30 | $2.1M | 19k | 109.84 |
| 2023-03-31 | $2.1M | 20k | 106.20 |
| 2022-12-31 | $2.0M | 19k | 105.34 |
| 2022-09-30 | $1.8M | 19k | 96.06 |
| 2022-06-30 | $2.0M | 19k | 101.59 |
| 2022-03-31 | $2.4M | 20k | 119.65 |
| 2021-12-31 | $2.7M | 23k | 122.36 |
| 2021-09-30 | $2.7M | 24k | 113.26 |
| 2021-06-30 | $2.9M | 26k | 114.99 |
| 2021-03-31 | $2.8M | 26k | 109.30 |
| 2020-12-31 | $2.5M | 26k | 96.98 |
| 2020-09-30 | $2.0M | 25k | 80.85 |
| 2020-06-30 | $2.0M | 26k | 76.51 |
| 2020-03-31 | $1.7M | 27k | 64.08 |
| 2019-12-31 | $2.1M | 23k | 94.78 |
| 2019-09-30 | $2.0M | 23k | 89.69 |
| 2019-06-30 | $2.0M | 23k | 89.12 |
| 2019-03-31 | $2.7M | 31k | 86.86 |
| 2018-12-31 | $2.4M | 32k | 76.35 |
| 2018-09-30 | $2.8M | 32k | 90.25 |
| 2018-06-30 | $1.5M | 20k | 72.61 |
| 2018-03-31 | $2.7M | 32k | 86.44 |
| 2017-12-31 | $2.1M | 23k | 89.14 |
| 2017-09-30 | $1.8M | 21k | 84.94 |
| 2017-06-30 | $1.8M | 21k | 84.07 |
| 2017-03-31 | $1.8M | 22k | 82.98 |
| 2016-12-31 | $1.8M | 22k | 80.43 |
| 2016-09-30 | $1.7M | 22k | 76.79 |
| 2016-06-30 | $1.9M | 26k | 74.30 |
| 2016-03-31 | $1.9M | 27k | 70.92 |
| 2015-12-31 | $1.9M | 28k | 68.64 |
| 2015-09-30 | $1.6M | 23k | 67.09 |
| 2015-06-30 | $1.7M | 23k | 73.77 |
| 2015-03-31 | $1.7M | 23k | 75.24 |
| 2014-12-31 | $1.6M | 22k | 73.78 |
| 2014-09-30 | $1.7M | 24k | 70.02 |
| 2014-06-30 | $1.5M | 20k | 72.61 |
| 2014-03-31 | $878k | 13k | 68.69 |
| 2013-12-31 | $840k | 13k | 65.70 |
| 2013-09-30 | $779k | 13k | 60.90 |
| 2013-06-30 | $740k | 13k | 57.91 |
| 2012-03-31 | $465k | 9.7k | 48.15 |
Top funds holding iShares Russell Midcap Value Index
View all funds holding iShares Russell Midcap Value Index