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iShares Russell Midcap Value Index shares owned by LPL Financial

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

Historical chart of LPL Financial 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 LPL Financial 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 LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $105M 841k 125.33
2023-09-30 $94M 900k 104.34
2023-06-30 $98M 895k 109.84
2023-03-31 $96M 906k 106.20
2022-12-31 $95M 905k 105.34
2022-09-30 $85M 881k 96.05
2022-06-30 $93M 920k 101.57
2022-03-31 $106M 885k 119.64
2021-12-31 $108M 886k 122.38
2021-09-30 $94M 833k 113.25
2021-06-30 $90M 784k 114.98
2021-03-31 $80M 731k 109.30
2020-12-31 $63M 646k 96.96
2020-09-30 $52M 637k 80.84
2020-06-30 $49M 641k 76.53
2020-03-31 $41M 646k 64.09
2019-12-31 $65M 680k 94.77
2019-09-30 $59M 662k 89.70
2019-06-30 $59M 662k 89.13
2019-03-31 $64M 736k 86.86
2018-12-31 $55M 721k 76.35
2018-09-30 $64M 714k 90.26
2018-06-30 $62M 701k 88.49
2018-03-31 $59M 686k 86.43
2017-12-31 $65M 725k 89.15
2017-09-30 $63M 742k 84.93
2017-06-30 $68M 810k 84.09
2017-03-31 $2.8M 34k 82.90
2016-12-31 $2.9M 36k 80.55
2016-09-30 $8.5M 110k 76.69
2016-06-30 $14M 187k 74.21
2016-03-31 $115M 1.6M 69.95
2015-12-31 $112M 1.6M 68.28
2015-09-30 $64M 926k 69.10
2015-06-30 $68M 928k 73.40
2015-03-31 $68M 900k 75.07
2014-12-31 $59M 794k 73.76
2014-09-30 $50M 729k 69.20
2014-06-30 $56M 774k 72.61
2014-03-31 $48M 700k 68.73
2013-12-31 $46M 697k 65.71
2013-09-30 $42M 669k 62.17
2013-06-30 $36M 620k 57.92
2012-09-30 $32M 659k 48.72
2011-09-30 $27M 700k 38.56
2011-03-31 $1.0M 21k 48.17

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

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