iShares Russell Midcap Value Index shares owned by Evensky & Katz
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Evensky & Katz
from 13F filings
Historical chart of Evensky & Katz investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Evensky & Katz
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 9.5k | 132.28 |
| 2024-06-30 | $1.1M | 9.4k | 120.76 |
| 2024-03-31 | $1.2M | 9.6k | 125.38 |
| 2023-12-31 | $1.1M | 9.6k | 116.30 |
| 2023-09-30 | $992k | 9.5k | 104.30 |
| 2023-06-30 | $1.0M | 9.5k | 109.87 |
| 2023-03-31 | $1.0M | 9.5k | 106.15 |
| 2022-12-31 | $994k | 9.4k | 105.37 |
| 2022-09-30 | $896k | 9.3k | 96.08 |
| 2022-06-30 | $947k | 9.3k | 101.54 |
| 2022-03-31 | $1.1M | 9.3k | 119.67 |
| 2021-12-31 | $1.1M | 9.0k | 122.37 |
| 2021-09-30 | $1.0M | 9.0k | 113.30 |
| 2021-06-30 | $1.0M | 9.0k | 114.97 |
| 2021-03-31 | $1.1M | 9.7k | 109.32 |
| 2020-12-31 | $959k | 9.9k | 96.91 |
| 2020-09-30 | $796k | 9.9k | 80.81 |
| 2020-06-30 | $750k | 9.8k | 76.54 |
| 2020-03-31 | $629k | 9.8k | 64.07 |
| 2019-12-31 | $457k | 4.8k | 94.64 |
| 2019-09-30 | $427k | 4.8k | 89.65 |
| 2019-06-30 | $429k | 4.8k | 89.06 |
| 2019-03-31 | $416k | 4.8k | 86.79 |
| 2018-12-31 | $364k | 4.8k | 76.29 |
| 2018-09-30 | $406k | 4.5k | 90.12 |
| 2018-06-30 | $406k | 4.6k | 88.47 |
| 2018-03-31 | $396k | 4.6k | 86.29 |
| 2017-12-31 | $470k | 5.3k | 89.12 |
| 2017-09-30 | $443k | 5.2k | 84.90 |
| 2017-06-30 | $436k | 5.2k | 83.99 |
| 2017-03-31 | $429k | 5.2k | 82.72 |
| 2016-12-31 | $415k | 5.2k | 80.30 |
| 2016-09-30 | $423k | 5.5k | 76.60 |
| 2016-06-30 | $408k | 5.5k | 74.29 |
| 2016-03-31 | $413k | 5.8k | 70.85 |
| 2015-12-31 | $582k | 8.5k | 68.62 |
| 2015-09-30 | $429k | 6.4k | 66.95 |
| 2015-06-30 | $473k | 6.4k | 73.61 |
| 2015-03-31 | $470k | 6.2k | 75.25 |
| 2014-12-31 | $450k | 6.1k | 73.69 |
| 2014-09-30 | $478k | 6.8k | 69.98 |
| 2014-06-30 | $477k | 6.6k | 72.51 |
| 2014-03-31 | $450k | 6.6k | 68.70 |
| 2013-12-31 | $430k | 6.6k | 65.65 |
| 2013-09-30 | $395k | 6.5k | 60.87 |
| 2013-06-30 | $445k | 7.7k | 57.92 |
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