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iShares Russell Midcap Value Index shares owned by Ellevest

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

Historical chart of Ellevest 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 Ellevest 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 Ellevest

Quarter filed Position value Share count Share price at filing
2023-12-31 $237k 2.0k 116.31
2023-09-30 $213k 2.0k 104.36
2023-06-30 $224k 2.0k 109.86
2023-03-31 $205k 1.9k 106.22
2022-12-31 $217k 2.1k 105.36
2022-09-30 $198k 2.1k 96.12
2022-06-30 $249k 2.4k 101.67
2022-03-31 $294k 2.5k 119.66
2021-12-31 $300k 2.5k 122.20
2021-09-30 $277k 2.4k 113.11
2021-06-30 $245k 2.1k 115.19
2021-03-31 $23k 207 111.11
2020-12-31 $20k 207 96.62
2020-09-30 $17k 206 82.52
2020-06-30 $30k 386 77.72
2020-03-31 $27k 425 63.53
2019-12-31 $44k 462 95.24
2019-09-30 $41k 462 88.74
2019-06-30 $30k 339 88.50
2019-03-31 $29k 339 85.55
2018-12-31 $26k 339 76.70