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iShares Russell Midcap Value Index shares owned by Allen Investment Management

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

Historical chart of Allen Investment Management 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 Allen Investment Management 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 Allen Investment Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $337k 3.2k 104.34
2023-06-30 $357k 3.3k 109.84
2023-03-31 $346k 3.3k 106.20
2022-12-31 $426k 4.0k 105.34
2022-09-30 $389k 4.0k 96.10
2022-06-30 $411k 4.0k 101.53
2022-03-31 $484k 4.0k 119.57
2021-12-31 $495k 4.0k 122.28
2021-09-30 $458k 4.0k 113.14
2021-06-30 $465k 4.0k 114.87
2021-03-31 $448k 4.1k 109.22
2020-12-31 $398k 4.1k 97.03
2020-09-30 $332k 4.1k 80.94
2020-06-30 $319k 4.2k 76.59
2020-03-31 $272k 4.2k 64.06
2019-12-31 $413k 4.4k 94.81
2019-09-30 $397k 4.4k 89.80
2019-06-30 $400k 4.5k 89.03
2019-03-31 $394k 4.5k 86.82
2018-12-31 $355k 4.7k 76.26
2018-09-30 $420k 4.7k 90.23
2018-06-30 $412k 4.7k 88.51
2018-03-31 $404k 4.7k 86.36
2017-12-31 $417k 4.7k 89.14
2017-09-30 $397k 4.7k 84.87
2017-06-30 $393k 4.7k 84.01
2017-03-31 $388k 4.7k 82.94
2016-12-31 $376k 4.7k 80.38
2016-09-30 $359k 4.7k 76.74
2016-06-30 $348k 4.7k 74.39
2016-03-31 $332k 4.7k 70.97
2015-12-31 $267k 3.9k 68.76
2015-09-30 $261k 3.9k 67.22
2015-06-30 $286k 3.9k 73.65
2015-03-31 $292k 3.9k 75.20
2014-12-31 $286k 3.9k 73.65
2014-09-30 $276k 3.9k 69.93