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iShares Russell Midcap Value Index shares owned by Badgley Phelps Wealth Managers

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Badgley Phelps Wealth Managers from 13F filings

Historical chart of Badgley Phelps Wealth Managers investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2023-12-31 $17M 149k 116.29
2023-09-30 $15M 143k 104.34
2023-06-30 $13M 115k 109.84
2023-03-31 $12M 110k 106.20
2022-12-31 $11M 102k 105.34
2022-09-30 $10M 106k 96.05
2022-06-30 $9.7M 95k 101.57
2022-03-31 $3.0M 25k 119.64
2021-12-31 $1.6M 13k 122.38
2021-09-30 $1.5M 13k 113.28