Dan Callahan »

iShares Russell Midcap Value Index shares owned by Dan Callahan

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

Historical chart of Dan Callahan 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 Dan Callahan 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 Dan Callahan

Quarter filed Position value Share count Share price at filing
2024-03-31 $349k 2.8k 125.33
2023-12-31 $324k 2.8k 116.29
2023-09-30 $290k 2.8k 104.34
2023-06-30 $306k 2.8k 109.84
2023-03-31 $360k 3.4k 106.20
2022-12-31 $362k 3.4k 105.34
2022-09-30 $278k 2.9k 95.90
2022-06-30 $221k 2.2k 101.38
2022-03-31 $155k 1.3k 119.60
2021-12-31 $5.0k 43 116.28
2021-09-30 $5.0k 43 116.28
2021-06-30 $15k 129 116.28
2020-09-30 $10k 120 83.33
2020-06-30 $9.0k 120 75.00
2020-03-31 $8.0k 120 66.67
2019-12-31 $11k 120 91.67
2019-09-30 $11k 120 91.67
2019-06-30 $11k 120 91.67
2019-03-31 $10k 120 83.33
2018-12-31 $9.0k 120 75.00
2018-09-30 $86k 947 90.69
2018-06-30 $84k 947 88.27
2018-03-31 $81k 947 85.85
2017-12-31 $85k 947 89.48
2017-09-30 $57k 678 84.23
2017-06-30 $10k 120 83.33
2017-03-31 $10k 120 83.33
2016-12-31 $10k 120 83.33

More positions owned by Dan Callahan

First Financial Corporation Common Stock (THFF)
Vanguard S&p 500 Etf Etf Equity (VOO)
Vanguard Information Technology Index Etf Equity (VGT)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf Equity (VEA)
Apple Common Stock (AAPL)
Vanguard Health Care Etf Etf Equity (VHT)
Lilly Eli & Co Common Stock (LLY)
Vanguard Mid Cap Etf Etf Equity (VO)
Vanguard Small-cap Etf Etf Equity (VB)
Vanguard Financial Etf Etf Equity (VFH)
Nvidia Corp Common Stock (NVDA)
Jpmorgan Chase & Company Common Stock (JPM)
Vanguard Telecommunication Services Etf Etf Equity (VOX)
Vanguard Consumer Discretionary Etf Equity (VCR)

View all positions for Dan Callahan

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index