iShares Russell Midcap Value Index shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $330k | 2.6k | 125.35 |
| 2023-12-31 | $306k | 2.6k | 116.27 |
| 2023-09-30 | $272k | 2.6k | 104.32 |
| 2023-06-30 | $252k | 2.3k | 109.82 |
| 2023-03-31 | $226k | 2.1k | 106.20 |
| 2022-12-31 | $224k | 2.1k | 105.36 |
| 2022-09-30 | $203k | 2.1k | 96.12 |
| 2022-06-30 | $213k | 2.1k | 101.38 |
| 2022-03-31 | $240k | 2.0k | 119.40 |
| 2021-12-31 | $245k | 2.0k | 122.32 |
| 2021-09-30 | $227k | 2.0k | 113.33 |
| 2021-06-30 | $221k | 1.9k | 115.22 |
| 2021-03-31 | $201k | 1.8k | 109.12 |
| 2020-12-31 | $207k | 2.1k | 96.50 |
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