iShares Russell Midcap Value Index shares owned by Family Legacy
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Family Legacy
from 13F filings
Historical chart of Family Legacy investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Family Legacy
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $333k | 2.4k | 139.67 |
| 2025-06-30 | $318k | 2.4k | 132.14 |
| 2025-03-31 | $306k | 2.4k | 125.97 |
| 2024-12-31 | $318k | 2.5k | 129.71 |
| 2024-09-30 | $324k | 2.5k | 132.25 |
| 2024-06-30 | $296k | 2.5k | 120.74 |
| 2024-03-31 | $313k | 2.5k | 125.33 |
| 2023-12-31 | $298k | 2.6k | 116.29 |
| 2023-09-30 | $268k | 2.6k | 104.34 |
| 2023-06-30 | $288k | 2.6k | 109.84 |
| 2023-03-31 | $278k | 2.6k | 106.20 |
| 2022-12-31 | $292k | 2.6k | 111.62 |
| 2022-09-30 | $256k | 2.7k | 96.17 |
| 2022-06-30 | $272k | 2.7k | 102.18 |
| 2022-03-31 | $337k | 2.8k | 119.80 |
| 2021-12-31 | $350k | 2.9k | 122.55 |
| 2021-09-30 | $342k | 2.9k | 116.21 |
| 2021-06-30 | $335k | 2.9k | 113.83 |
| 2021-03-31 | $325k | 3.0k | 109.46 |
| 2020-12-31 | $513k | 5.3k | 97.05 |
| 2020-09-30 | $429k | 5.3k | 80.90 |
| 2020-06-30 | $418k | 5.5k | 76.61 |
| 2020-03-31 | $329k | 5.1k | 64.07 |
| 2019-12-31 | $479k | 5.1k | 94.07 |
| 2019-09-30 | $491k | 5.3k | 91.83 |
| 2019-06-30 | $470k | 5.3k | 89.07 |
| 2019-03-31 | $469k | 5.3k | 88.88 |
| 2018-12-31 | $412k | 5.4k | 76.44 |
| 2018-09-30 | $485k | 5.4k | 90.32 |
| 2018-06-30 | $477k | 5.4k | 88.53 |
| 2018-03-31 | $467k | 5.4k | 86.45 |
| 2017-12-31 | $484k | 5.4k | 89.10 |
| 2017-06-30 | $493k | 5.9k | 84.03 |
| 2017-03-31 | $508k | 6.1k | 82.99 |
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