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iShares Russell Midcap Value Index shares owned by Edgemoor Investment Advisors

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

Historical chart of Edgemoor Investment 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 Edgemoor Investment 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 Edgemoor Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $234k 1.8k 132.32
2024-06-30 $239k 2.0k 120.79
2024-03-31 $248k 2.0k 125.39
2023-12-31 $244k 2.1k 116.34
2023-09-30 $219k 2.1k 104.38
2023-06-30 $230k 2.1k 109.89
2023-03-31 $222k 2.1k 106.21
2011-03-31 $232k 2.1k 110.48