iShares Russell Midcap Value Index shares owned by Appleton Partners
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $324k | 2.4k | 132.41 |
| 2024-06-30 | $305k | 2.5k | 120.94 |
| 2024-03-31 | $310k | 2.5k | 125.46 |
| 2023-12-31 | $305k | 2.6k | 116.10 |
| 2023-09-30 | $274k | 2.6k | 104.30 |
| 2023-06-30 | $289k | 2.6k | 110.01 |
| 2023-03-31 | $279k | 2.6k | 106.20 |
| 2022-12-31 | $277k | 2.6k | 105.44 |
| 2022-09-30 | $252k | 2.6k | 95.93 |
| 2022-06-30 | $229k | 2.3k | 101.64 |
| 2022-03-31 | $270k | 2.3k | 119.84 |
| 2021-12-31 | $276k | 2.3k | 122.50 |
| 2021-09-30 | $243k | 2.1k | 113.29 |
| 2021-06-30 | $281k | 2.4k | 114.93 |
| 2021-03-31 | $267k | 2.4k | 109.20 |
| 2020-12-31 | $237k | 2.4k | 96.93 |
| 2019-12-31 | $296k | 3.1k | 94.87 |
| 2019-09-30 | $280k | 3.1k | 89.74 |
| 2019-06-30 | $278k | 3.1k | 89.10 |
| 2019-03-31 | $273k | 3.1k | 86.80 |
| 2018-12-31 | $240k | 3.1k | 76.31 |
| 2018-09-30 | $284k | 3.1k | 90.30 |
| 2018-06-30 | $278k | 3.1k | 88.39 |
| 2018-03-31 | $288k | 3.3k | 86.56 |
| 2017-12-31 | $347k | 3.9k | 89.27 |
| 2017-09-30 | $330k | 3.9k | 84.90 |
| 2017-06-30 | $327k | 3.9k | 84.13 |
| 2017-03-31 | $323k | 3.9k | 83.10 |
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