iShares Russell 1000 Value Index shares owned by Middleton & Company
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Middleton & Company
from 13F filings
Historical chart of Middleton & Company investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Middleton & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.0M | 5.8k | 179.10 |
| 2023-09-30 | $889k | 5.9k | 151.81 |
| 2023-06-30 | $924k | 5.9k | 157.82 |
| 2023-03-31 | $891k | 5.9k | 152.25 |
| 2022-12-31 | $890k | 5.9k | 151.64 |
| 2022-09-30 | $807k | 5.9k | 135.97 |
| 2022-06-30 | $860k | 5.9k | 144.90 |
| 2022-03-31 | $985k | 5.9k | 165.96 |
| 2021-12-31 | $997k | 5.9k | 167.99 |
| 2021-09-30 | $921k | 5.9k | 156.47 |
| 2021-06-30 | $954k | 6.0k | 158.58 |
| 2021-03-31 | $714k | 4.7k | 151.62 |
| 2020-12-31 | $613k | 4.5k | 136.71 |
| 2020-09-30 | $530k | 4.5k | 118.20 |
| 2020-06-30 | $505k | 4.5k | 112.62 |
| 2020-03-31 | $430k | 4.3k | 99.22 |
| 2019-12-31 | $602k | 4.4k | 136.54 |
| 2019-09-30 | $572k | 4.5k | 128.28 |
| 2019-06-30 | $567k | 4.5k | 127.16 |
| 2019-03-31 | $551k | 4.5k | 123.43 |
| 2018-12-31 | $487k | 4.4k | 111.09 |
| 2018-09-30 | $646k | 5.1k | 126.57 |
| 2018-06-30 | $614k | 5.1k | 121.37 |
| 2018-03-31 | $618k | 5.2k | 119.91 |
| 2017-12-31 | $632k | 5.1k | 124.43 |
| 2017-09-30 | $632k | 5.3k | 118.60 |
| 2017-06-30 | $785k | 6.7k | 116.50 |
| 2017-03-31 | $918k | 8.0k | 114.99 |
| 2016-12-31 | $886k | 7.9k | 112.01 |
| 2016-09-30 | $618k | 5.9k | 105.55 |
| 2016-06-30 | $642k | 6.2k | 103.30 |
| 2016-03-31 | $726k | 7.4k | 98.78 |
| 2015-12-31 | $702k | 7.2k | 97.84 |
| 2015-09-30 | $646k | 6.9k | 93.29 |
| 2015-06-30 | $722k | 7.0k | 103.14 |
| 2015-03-31 | $735k | 7.1k | 103.09 |
| 2014-12-31 | $729k | 7.0k | 104.44 |
| 2014-09-30 | $694k | 6.9k | 100.14 |
| 2014-06-30 | $758k | 7.5k | 101.27 |
| 2014-03-31 | $710k | 7.4k | 96.47 |
| 2013-09-30 | $561k | 6.5k | 86.18 |
| 2013-06-30 | $531k | 6.3k | 83.82 |
| 2012-03-31 | $200k | 2.9k | 70.18 |
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