Dan Callahan »

iShares Russell Midcap Value Index shares owned by Dan Callahan

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

Historical chart of Dan Callahan investment in iShares Russell Midcap Value Index

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All positions including iShares Russell Midcap Value Index held by Dan Callahan 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 Dan Callahan

Quarter filed Position value Share count Share price at filing
2025-12-31 $378k 2.7k 141.05
2025-09-30 $374k 2.7k 139.67
2025-06-30 $355k 2.7k 132.14
2025-03-31 $338k 2.7k 125.97
2024-12-31 $347k 2.7k 129.34
2024-09-30 $360k 2.7k 132.25
2024-06-30 $336k 2.8k 120.74
2024-03-31 $349k 2.8k 125.33
2023-12-31 $324k 2.8k 116.29
2023-09-30 $290k 2.8k 104.34
2023-06-30 $306k 2.8k 109.84
2023-03-31 $360k 3.4k 106.20
2022-12-31 $362k 3.4k 105.34
2022-09-30 $278k 2.9k 95.90
2022-06-30 $221k 2.2k 101.38
2022-03-31 $155k 1.3k 119.60
2021-12-31 $5.0k 43 116.28
2021-09-30 $5.0k 43 116.28
2021-06-30 $15k 129 116.28
2020-09-30 $10k 120 83.33
2020-06-30 $9.0k 120 75.00
2020-03-31 $8.0k 120 66.67
2019-12-31 $11k 120 91.67
2019-09-30 $11k 120 91.67
2019-06-30 $11k 120 91.67
2019-03-31 $10k 120 83.33
2018-12-31 $9.0k 120 75.00
2018-09-30 $86k 947 90.69
2018-06-30 $84k 947 88.27
2018-03-31 $81k 947 85.85
2017-12-31 $85k 947 89.48
2017-09-30 $57k 678 84.23
2017-06-30 $10k 120 83.33
2017-03-31 $10k 120 83.33
2016-12-31 $10k 120 83.33

More positions owned by Dan Callahan

First Financial Corporation (THFF)
Vanguard S&p 500 Etf idx (VOO)
Vanguard Information Technology ETF (VGT)
Vanguard Europe Pacific ETF (VEA)
iShares S&P 500 Index (IVV)
Microsoft Corporation (MSFT)
Vanguard Mid-Cap ETF (VO)
Apple (AAPL)
Vanguard Small-Cap ETF (VB)
Eli Lilly & Co. (LLY)
Vanguard Telecommunication Services ETF (VOX)
NVIDIA Corporation (NVDA)
Vanguard Financials ETF (VFH)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)

View all positions for Dan Callahan

Top funds holding iShares Russell Midcap Value Index

Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Royal Bank of Canada
Us Bancorp
Commonwealth Equity Services
Commerce Bank N A
FMR
UBS Group
Betterment
Pnc Financial Services
LPL Financial
Ameriprise Financial

View all funds holding iShares Russell Midcap Value Index