iShares Russell Midcap Value Index shares owned by Atticus Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Atticus Wealth Management
from 13F filings
Historical chart of Atticus Wealth Management investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Atticus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $497k | 3.8k | 132.27 |
| 2024-06-30 | $367k | 3.0k | 120.74 |
| 2024-03-31 | $436k | 3.5k | 125.32 |
| 2023-12-31 | $419k | 3.6k | 116.29 |
| 2023-09-30 | $409k | 3.7k | 109.85 |
| 2023-06-30 | $409k | 3.7k | 109.85 |
| 2023-03-31 | $399k | 3.8k | 106.19 |
| 2022-12-31 | $462k | 4.4k | 105.34 |
| 2022-06-30 | $513k | 5.1k | 101.56 |
| 2022-03-31 | $616k | 5.1k | 119.63 |
| 2021-12-31 | $629k | 5.1k | 122.40 |
| 2021-09-30 | $579k | 5.1k | 113.17 |
| 2021-06-30 | $609k | 5.3k | 115.04 |
| 2021-03-31 | $577k | 5.3k | 109.34 |
| 2020-12-31 | $631k | 6.5k | 97.03 |
| 2020-09-30 | $576k | 7.1k | 80.81 |
| 2020-06-30 | $601k | 7.9k | 76.54 |
| 2020-03-31 | $903k | 14k | 64.07 |
| 2019-12-31 | $1.8M | 19k | 94.77 |
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