iShares Russell Midcap Value Index shares owned by Geometric Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Geometric Wealth Advisors
from 13F filings
Historical chart of Geometric 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 Geometric Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell Midcap Value Index by Geometric Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $550k | 4.2k | 132.25 |
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