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iShares Russell Midcap Value Index shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance 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 Farther Finance 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.2M 44k 164.60
2026-03-31 $2.8M 19k 146.71
2025-12-31 $2.2M 15k 141.05
2025-09-30 $1.7M 12k 139.67
2025-06-30 $660k 5.0k 132.13
2025-03-31 $777k 6.2k 126.19
2024-12-31 $357k 2.8k 129.33
2024-09-30 $395k 3.0k 132.26
2024-06-30 $341k 2.9k 119.52
2024-03-31 $338k 2.7k 124.41
2023-12-31 $176k 1.5k 116.29
2023-09-30 $176k 1.7k 104.34
2023-06-30 $126k 1.1k 109.84
2023-03-31 $114k 1.1k 106.20
2022-12-31 $95k 905 105.34