iShares Russell Midcap Value Index shares owned by Ballew Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Ballew Advisors
from 13F filings
Historical chart of Ballew Advisors investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Ballew Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $802k | 6.1k | 131.32 |
| 2024-06-30 | $821k | 6.6k | 124.68 |
| 2024-03-31 | $867k | 7.1k | 121.90 |
| 2023-12-31 | $866k | 7.6k | 113.54 |
| 2023-09-30 | $838k | 8.2k | 101.99 |
| 2023-06-30 | $919k | 8.2k | 111.99 |
| 2023-03-31 | $887k | 8.2k | 108.06 |
| 2022-12-31 | $987k | 8.9k | 111.25 |
| 2022-09-30 | $883k | 9.0k | 97.67 |
| 2022-06-30 | $905k | 9.0k | 100.69 |
| 2022-03-31 | $1.1M | 9.1k | 119.24 |
| 2021-12-31 | $1.1M | 8.6k | 122.14 |
| 2021-09-30 | $1.0M | 8.6k | 116.20 |
| 2021-06-30 | $970k | 8.5k | 114.49 |
| 2021-03-31 | $1.8M | 16k | 110.56 |
| 2020-12-31 | $807k | 8.1k | 100.17 |
| 2020-09-30 | $682k | 8.1k | 83.90 |
| 2020-06-30 | $619k | 8.2k | 75.83 |
| 2020-03-31 | $453k | 7.1k | 64.12 |
| 2019-12-31 | $655k | 6.9k | 94.30 |
| 2019-09-30 | $620k | 7.2k | 86.25 |
| 2019-06-30 | $670k | 7.4k | 90.10 |
| 2019-03-31 | $354k | 4.0k | 89.37 |
| 2018-12-31 | $322k | 3.8k | 84.71 |
| 2018-09-30 | $13k | 158 | 82.28 |
| 2018-06-30 | $14k | 158 | 88.61 |
| 2018-03-31 | $12k | 135 | 88.89 |
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