iShares Russell Midcap Value Index shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $635k | 4.8k | 132.26 |
| 2024-06-30 | $580k | 4.8k | 120.74 |
| 2024-03-31 | $559k | 4.5k | 125.33 |
| 2023-12-31 | $544k | 4.7k | 116.28 |
| 2023-09-30 | $536k | 5.1k | 104.34 |
| 2023-06-30 | $607k | 5.5k | 109.84 |
| 2023-03-31 | $584k | 5.5k | 106.20 |
| 2022-12-31 | $614k | 5.8k | 105.33 |
| 2022-09-30 | $622k | 6.5k | 96.08 |
| 2022-06-30 | $747k | 7.4k | 101.59 |
| 2022-03-31 | $826k | 6.9k | 119.71 |
| 2021-12-31 | $902k | 7.4k | 122.34 |
| 2021-09-30 | $780k | 6.9k | 113.24 |
| 2021-06-30 | $776k | 6.8k | 114.96 |
| 2021-03-31 | $757k | 6.9k | 109.31 |
| 2020-12-31 | $694k | 7.2k | 96.98 |
| 2020-09-30 | $578k | 7.2k | 80.77 |
| 2020-06-30 | $548k | 7.2k | 76.58 |
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