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iShares Russell Midcap Value Index shares owned by CT Financial Advisors

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

Historical chart of CT Financial Advisors 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 CT Financial Advisors 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 CT Financial Advisors

Quarter filed Position value Share count Share price at filing
2017-03-31 $280k 3.4k 82.98
2016-12-31 $271k 3.4k 80.43
2016-09-30 $259k 3.4k 76.76
2016-06-30 $250k 3.4k 74.30
2016-03-31 $239k 3.4k 70.91
2015-12-31 $231k 3.4k 68.66
2015-09-30 $226k 3.4k 67.09
2015-06-30 $247k 3.3k 73.76
2015-03-31 $252k 3.3k 75.26
2014-12-31 $246k 3.3k 73.76
2014-03-31 $252k 3.3k 75.26