iShares Russell Midcap Value Index shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T Wealth Management investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.5M | 52k | 125.33 |
| 2023-12-31 | $6.0M | 52k | 116.29 |
| 2023-09-30 | $5.4M | 52k | 104.34 |
| 2023-06-30 | $5.7M | 52k | 109.84 |
| 2023-03-31 | $5.2M | 49k | 106.20 |
| 2022-12-31 | $5.2M | 49k | 105.34 |
| 2022-09-30 | $4.7M | 49k | 96.05 |
| 2022-06-30 | $3.9M | 39k | 101.57 |
| 2021-12-31 | $4.9M | 40k | 122.38 |
| 2021-09-30 | $4.6M | 40k | 113.25 |
| 2021-06-30 | $4.6M | 40k | 114.99 |
| 2021-03-31 | $4.5M | 41k | 109.31 |
| 2020-12-31 | $4.2M | 44k | 96.96 |
| 2020-09-30 | $3.3M | 41k | 80.85 |
| 2020-06-30 | $3.1M | 40k | 76.53 |
| 2020-03-31 | $2.5M | 39k | 64.09 |
| 2019-12-31 | $3.7M | 39k | 94.77 |
| 2019-09-30 | $3.5M | 39k | 89.70 |
| 2019-06-30 | $3.5M | 39k | 89.13 |
| 2019-03-31 | $3.4M | 40k | 86.86 |
| 2018-12-31 | $4.5M | 59k | 76.35 |
| 2018-06-30 | $3.5M | 40k | 88.48 |
| 2018-03-31 | $3.5M | 40k | 86.42 |
| 2017-12-31 | $3.4M | 38k | 89.16 |
| 2017-09-30 | $3.0M | 35k | 84.94 |
| 2017-03-31 | $2.8M | 34k | 82.98 |
| 2016-12-31 | $2.2M | 28k | 80.43 |
| 2016-09-30 | $2.1M | 28k | 76.78 |
| 2016-06-30 | $2.0M | 27k | 74.27 |
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