iShares Russell Midcap Value Index shares owned by Crestwood Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 2.1k | 139.67 |
| 2025-06-30 | $278k | 2.1k | 132.14 |
| 2025-03-31 | $265k | 2.1k | 125.97 |
| 2024-12-31 | $272k | 2.1k | 129.34 |
| 2024-09-30 | $268k | 2.0k | 132.25 |
| 2024-06-30 | $212k | 1.8k | 120.74 |
| 2024-03-31 | $283k | 2.3k | 125.33 |
| 2023-12-31 | $277k | 2.4k | 116.29 |
| 2023-09-30 | $223k | 2.1k | 104.34 |
| 2023-06-30 | $221k | 2.0k | 109.84 |
| 2022-06-30 | $210k | 2.1k | 101.55 |
| 2022-03-31 | $245k | 2.1k | 119.40 |
| 2021-12-31 | $269k | 2.2k | 122.27 |
| 2021-09-30 | $221k | 2.0k | 113.10 |
| 2021-06-30 | $225k | 2.0k | 115.15 |
| 2021-03-31 | $214k | 2.0k | 109.52 |
| 2020-12-31 | $216k | 2.2k | 96.90 |
| 2020-03-31 | $200k | 3.1k | 64.00 |
| 2019-12-31 | $379k | 4.0k | 94.89 |
| 2019-09-30 | $376k | 4.2k | 89.72 |
| 2019-06-30 | $398k | 4.5k | 89.24 |
| 2019-03-31 | $345k | 4.0k | 86.79 |
| 2018-12-31 | $256k | 3.4k | 76.35 |
| 2018-09-30 | $311k | 3.5k | 90.12 |
| 2018-06-30 | $309k | 3.5k | 89.54 |
| 2017-03-31 | $24k | 294 | 81.63 |
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