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iShares Russell Midcap Value Index shares owned by Calamos Wealth Management

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

Historical chart of Calamos Wealth 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 Calamos Wealth 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 Calamos Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $244k 1.7k 141.05
2025-09-30 $238k 1.7k 139.67
2025-06-30 $225k 1.7k 132.14
2017-12-31 $1.5M 16k 89.17
2017-09-30 $1.4M 16k 84.91
2017-06-30 $1.4M 16k 84.12
2017-03-31 $1.3M 16k 83.02
2016-12-31 $1.3M 16k 80.42
2016-09-30 $1.3M 17k 76.77
2016-06-30 $1.3M 17k 74.28
2016-03-31 $1.5M 21k 70.94
2015-12-31 $3.5M 51k 68.67
2015-09-30 $3.4M 51k 67.09
2015-06-30 $5.7M 78k 73.76
2015-03-31 $5.8M 77k 75.26