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iShares Russell Midcap Value Index shares owned by Cornerstone Wealth Management

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

Historical chart of Cornerstone 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 Cornerstone 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 Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $977k 7.4k 132.26
2024-06-30 $891k 7.4k 120.75
2024-03-31 $943k 7.5k 125.34
2023-12-31 $888k 7.6k 116.29
2023-09-30 $799k 7.7k 104.35
2023-06-30 $851k 7.7k 109.83
2023-03-31 $729k 6.9k 106.20
2022-09-30 $675k 7.0k 96.06
2022-06-30 $682k 6.7k 101.62
2022-03-31 $785k 6.6k 119.59
2021-12-31 $766k 6.3k 122.27
2021-09-30 $684k 6.0k 113.17
2021-06-30 $661k 5.7k 114.98
2021-03-31 $615k 5.6k 109.24
2020-12-31 $513k 5.3k 96.87
2019-03-31 $425k 1.3k 333.59
2018-09-30 $1.7M 145k 11.69
2018-06-30 $1.9M 171k 11.31
2016-03-31 $273k 1.6k 165.66