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iShares Russell Midcap Value Index shares owned by BEAM Asset Management

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by BEAM Asset Management from 13F filings

Historical chart of BEAM Asset Management 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 BEAM Asset Management 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 BEAM Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $515k 4.1k 125.32
2023-12-31 $529k 4.5k 116.28
2023-09-30 $678k 6.5k 104.35
2023-06-30 $850k 7.7k 109.84
2023-03-31 $6.1M 58k 106.20
2022-12-31 $6.2M 59k 105.34
2022-09-30 $5.4M 56k 96.05
2022-06-30 $5.1M 50k 101.56
2022-03-31 $5.2M 44k 119.64
2021-12-31 $5.1M 42k 122.39
2021-09-30 $4.6M 40k 113.26
2021-06-30 $4.5M 39k 114.98
2021-03-31 $1.2M 11k 109.28
2020-12-31 $988k 10k 96.92