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iShares Russell Midcap Value Index shares owned by First Foundation Advisors

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

Historical chart of First Foundation 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 First Foundation 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 First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 17k 139.67
2025-06-30 $2.1M 16k 132.14
2025-03-31 $1.6M 13k 125.97
2024-12-31 $1.3M 10k 129.34
2024-09-30 $1.4M 11k 132.26
2024-06-30 $1.2M 10k 120.73
2024-03-31 $1.1M 8.8k 125.34
2023-12-31 $910k 7.8k 116.29
2023-09-30 $284k 2.7k 104.35
2023-06-30 $245k 2.2k 109.84