iShares Russell Midcap Value Index shares owned by Apella Capital
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $476k | 3.5k | 137.34 |
| 2025-06-30 | $447k | 3.3k | 133.86 |
| 2025-03-31 | $355k | 3.0k | 119.34 |
| 2024-12-31 | $384k | 3.0k | 129.36 |
| 2024-09-30 | $388k | 3.0k | 131.23 |
| 2024-06-30 | $352k | 2.9k | 119.59 |
| 2024-03-31 | $365k | 2.9k | 124.26 |
| 2023-12-31 | $333k | 2.9k | 113.95 |
| 2023-09-30 | $302k | 2.9k | 104.35 |
| 2023-06-30 | $318k | 2.9k | 109.85 |
| 2022-12-31 | $304k | 2.9k | 105.34 |
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