iShares Russell Midcap Value Index shares owned by Financial Alternatives
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Financial Alternatives
from 13F filings
Historical chart of Financial Alternatives 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 Financial Alternatives consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Russell Midcap Value Index by Financial Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $512k | 3.7k | 139.67 |
| 2025-06-30 | $484k | 3.7k | 132.14 |
| 2025-03-31 | $461k | 3.7k | 125.97 |
| 2024-12-31 | $474k | 3.7k | 129.34 |
| 2024-09-30 | $484k | 3.7k | 132.25 |
| 2024-06-30 | $442k | 3.7k | 120.74 |
| 2024-03-31 | $459k | 3.7k | 125.33 |
| 2023-09-30 | $382k | 3.7k | 104.34 |
| 2023-06-30 | $447k | 4.1k | 109.84 |
| 2023-03-31 | $432k | 4.1k | 106.20 |
| 2022-12-31 | $429k | 4.1k | 105.34 |
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