iShares Russell Midcap Value Index shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $132k | 947 | 139.67 |
| 2025-06-30 | $141k | 1.1k | 132.14 |
| 2025-03-31 | $682k | 5.4k | 125.97 |
| 2024-12-31 | $600k | 4.6k | 129.34 |
| 2024-09-30 | $190k | 1.4k | 132.25 |
| 2024-06-30 | $185k | 1.5k | 120.74 |
| 2024-03-31 | $202k | 1.6k | 125.33 |
| 2023-12-31 | $244k | 2.1k | 116.29 |
| 2023-09-30 | $219k | 2.1k | 104.34 |
| 2023-06-30 | $339k | 3.1k | 109.84 |
| 2023-03-31 | $328k | 3.1k | 106.20 |
| 2022-12-31 | $325k | 3.1k | 105.34 |
| 2022-09-30 | $296k | 3.1k | 95.92 |
| 2022-06-30 | $313k | 3.1k | 101.43 |
| 2022-03-31 | $369k | 3.1k | 119.57 |
| 2021-12-31 | $378k | 3.1k | 122.49 |
| 2021-09-30 | $349k | 3.1k | 113.09 |
| 2021-06-30 | $355k | 3.1k | 115.04 |
| 2021-03-31 | $337k | 3.1k | 109.20 |
| 2020-12-31 | $299k | 3.1k | 96.89 |
| 2020-09-30 | $249k | 3.1k | 80.69 |
| 2020-06-30 | $236k | 3.1k | 76.47 |
| 2020-03-31 | $181k | 2.8k | 64.05 |
| 2019-12-31 | $268k | 2.8k | 94.83 |
| 2019-09-30 | $253k | 2.8k | 89.53 |
| 2019-06-30 | $503k | 5.6k | 89.18 |
| 2019-03-31 | $490k | 5.6k | 86.88 |
| 2018-12-31 | $477k | 5.6k | 84.57 |
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