iShares Russell Midcap Value Index shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management
from 13F filings
Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Carlton, Hoffferkamp & Jenks Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 7.6k | 140.92 |
| 2025-06-30 | $984k | 7.3k | 135.47 |
| 2025-03-31 | $747k | 6.4k | 117.21 |
| 2024-12-31 | $766k | 5.7k | 133.79 |
| 2024-09-30 | $718k | 5.5k | 130.68 |
| 2024-06-30 | $690k | 5.4k | 127.64 |
| 2024-03-31 | $558k | 4.7k | 119.78 |
| 2023-12-31 | $483k | 4.2k | 113.86 |
| 2023-09-30 | $286k | 2.9k | 98.55 |
| 2023-06-30 | $267k | 2.4k | 112.30 |
| 2023-03-31 | $252k | 2.4k | 104.04 |
| 2022-12-31 | $292k | 2.6k | 112.96 |
| 2022-09-30 | $257k | 2.6k | 99.61 |
| 2022-06-30 | $267k | 2.6k | 103.49 |
| 2022-03-31 | $310k | 2.6k | 119.14 |
| 2021-12-31 | $349k | 3.0k | 114.95 |
| 2021-09-30 | $370k | 3.0k | 122.23 |
| 2021-06-30 | $363k | 3.2k | 112.87 |
| 2021-03-31 | $429k | 3.7k | 114.80 |
| 2020-12-31 | $390k | 3.9k | 100.98 |
| 2020-09-30 | $390k | 4.3k | 90.55 |
| 2020-06-30 | $352k | 4.3k | 80.96 |
| 2020-03-31 | $322k | 4.3k | 74.62 |
| 2019-12-31 | $349k | 3.7k | 93.87 |
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