iShares Russell Midcap Value Index shares owned by Altus Wealth Group
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Altus Wealth Group
from 13F filings
Historical chart of Altus Wealth Group investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Altus Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $291k | 2.2k | 132.25 |
| 2024-06-30 | $286k | 2.4k | 120.74 |
| 2024-03-31 | $454k | 3.6k | 125.33 |
| 2023-12-31 | $593k | 5.1k | 116.29 |
| 2023-09-30 | $542k | 5.2k | 104.34 |
| 2023-06-30 | $575k | 5.2k | 109.84 |
| 2023-03-31 | $646k | 6.1k | 106.20 |
| 2022-12-31 | $632k | 6.0k | 105.34 |
| 2021-03-31 | $19k | 166 | 114.46 |
| 2020-12-31 | $16k | 166 | 96.39 |
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