iShares Russell Midcap Value Index shares owned by Addison Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $122k | 743 | 164.60 |
| 2026-03-31 | $108k | 743 | 145.74 |
| 2025-12-31 | $105k | 743 | 141.05 |
| 2025-09-30 | $104k | 743 | 139.67 |
| 2025-06-30 | $102k | 775 | 132.14 |
| 2022-06-30 | $2.0k | 22 | 90.91 |
| 2022-03-31 | $3.0k | 22 | 136.36 |
| 2021-12-31 | $3.0k | 22 | 136.36 |
| 2021-09-30 | $2.0k | 22 | 90.91 |
| 2021-06-30 | $3.0k | 22 | 136.36 |
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