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iShares Russell Midcap Value Index shares owned by Berkeley

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

Historical chart of Berkeley 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 Berkeley 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 Berkeley

Quarter filed Position value Share count Share price at filing
2025-09-30 $567k 4.1k 139.66
2025-06-30 $556k 4.2k 132.15
2025-03-31 $530k 4.2k 125.97
2024-12-31 $612k 4.7k 129.35
2024-09-30 $625k 4.7k 132.24
2024-06-30 $570k 4.7k 120.74
2024-03-31 $1.2M 9.5k 125.33
2023-12-31 $1.1M 9.7k 116.29
2023-09-30 $1.0M 9.8k 104.34
2023-06-30 $1.1M 9.8k 109.84
2023-03-31 $1.0M 9.8k 106.20
2022-12-31 $1.0M 9.8k 105.34
2022-09-30 $948k 9.9k 96.05
2022-06-30 $1.1M 11k 101.57
2022-03-31 $1.5M 12k 119.64
2021-12-31 $1.4M 12k 122.38
2021-09-30 $1.4M 12k 113.25
2021-06-30 $1.5M 13k 114.98
2021-03-31 $1.4M 13k 109.30
2020-12-31 $1.3M 13k 96.96