iShares Russell Midcap Value Index shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth 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 EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in iShares Russell Midcap Value Index by EverSource Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $2.2M | 17k | 127.98 |
2024-03-31 | $1.3M | 11k | 118.86 |
2023-12-31 | $357k | 3.1k | 116.29 |
2023-09-30 | $283k | 2.7k | 104.34 |
2023-06-30 | $297k | 2.7k | 109.84 |
2023-03-31 | $314k | 3.0k | 106.20 |
2022-12-31 | $276k | 2.6k | 105.34 |
2022-09-30 | $3.0k | 27 | 111.11 |
More positions owned by EverSource Wealth Advisors
View all positions for EverSource Wealth Advisors
Top funds holding iShares Russell Midcap Value Index
View all funds holding iShares Russell Midcap Value Index