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iShares Russell Midcap Value Index shares owned by Legacy Advisors

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

Historical chart of Legacy Advisors 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 Legacy Advisors 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 Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $211k 1.7k 125.33
2019-06-30 $145k 1.6k 89.18
2019-03-31 $141k 1.6k 86.72
2018-09-30 $148k 1.6k 91.02
2018-06-30 $144k 1.6k 88.56
2018-03-31 $141k 1.6k 86.72
2017-12-31 $87k 980 88.78
2017-09-30 $83k 980 84.69

More positions owned by Legacy Advisors

MasTec (MTZ)
Vertex Cl A (VERX)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Meta Platforms Cl A (META)
Amazon (AMZN)
Select Sector Spdr Tr Technology (XLK)
Bentley Sys Com Cl B (BSY)
Alphabet Cap Stk Cl A (GOOGL)
Uber Technologies (UBER)

View all positions for Legacy Advisors

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Morgan Stanley
Bank of America Corporation
Us Bancorp
Envestnet Portfolio Solutions
Wells Fargo & Company
First Citizens Bank & Trust
Royal Bank of Canada
Commerce Bank N A
Commonwealth Equity Services
FMR
Betterment
UBS Group
Pnc Financial Services
ZB

View all funds holding iShares Russell Midcap Value Index