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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All positions including iShares Russell Midcap Value Index held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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