iShares Russell Midcap Value Index shares owned by Kovitz Investment Group Partners
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Kovitz Investment Group Partners
from 13F filings
Historical chart of Kovitz Investment Group Partners 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 Kovitz Investment Group Partners 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 Kovitz Investment Group Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 10k | 125.33 |
| 2023-12-31 | $1.1M | 9.0k | 116.29 |
| 2023-09-30 | $946k | 9.1k | 104.34 |
| 2023-06-30 | $999k | 9.1k | 109.84 |
| 2023-03-31 | $966k | 9.1k | 106.25 |
| 2022-12-31 | $852k | 8.1k | 105.29 |
| 2022-09-30 | $878k | 9.1k | 96.00 |
| 2022-06-30 | $929k | 9.1k | 101.62 |
| 2022-03-31 | $1.2M | 10k | 119.69 |
| 2021-12-31 | $1.4M | 14k | 96.93 |
| 2021-09-30 | $1.2M | 11k | 113.26 |
| 2021-06-30 | $1.4M | 12k | 114.97 |
| 2021-03-31 | $1.5M | 14k | 109.27 |
| 2020-12-31 | $1.3M | 14k | 96.98 |
| 2020-09-30 | $1.2M | 15k | 80.82 |
| 2020-06-30 | $1.2M | 16k | 76.49 |
| 2020-03-31 | $1.6M | 24k | 64.10 |
| 2019-12-31 | $2.6M | 28k | 94.77 |
| 2019-09-30 | $2.6M | 29k | 89.70 |
| 2019-06-30 | $2.6M | 29k | 89.14 |
| 2019-03-31 | $2.6M | 30k | 86.83 |
| 2018-12-31 | $233k | 3.1k | 76.24 |
| 2018-09-30 | $293k | 3.2k | 90.26 |
| 2018-06-30 | $287k | 3.2k | 88.42 |
| 2018-03-31 | $281k | 3.2k | 86.57 |
| 2017-12-31 | $272k | 3.1k | 89.01 |
| 2017-09-30 | $260k | 3.1k | 85.08 |
| 2017-06-30 | $257k | 3.1k | 84.10 |
| 2017-03-31 | $254k | 3.1k | 83.12 |
| 2016-12-31 | $326k | 4.1k | 80.37 |
| 2016-09-30 | $311k | 4.1k | 76.68 |
More positions owned by Kovitz Investment Group Partners
View all positions for Kovitz Investment Group Partners
Top funds holding iShares Russell Midcap Value Index
View all funds holding iShares Russell Midcap Value Index